|
⚲
|
| Hendley & Co Inc
✚
|
|
|---|---|
| CRD # | 110465 |
| SEC # | 801-13491 |
| CIK # | 0001084207 |
| AUM | $438.2 M (2026-06-15) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 740-452-4523 |
| Address | 822 Adair Avenue Zanesville, OH 43701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.5 | ||
| Wheaton Precious Metals Corp | 11.4 | ||
| Parker Hannifin Corp | 10.6 | ||
| Eaton Corp Ltd | 10.0 | ||
| Amazon Com Inc | 9.8 | ||
| Union Pacific Corp | 9.6 | ||
| Abbott Laboratories | 8.8 | ||
| Linde PLC | 7.9 | ||
| Johnson & Johnson | 6.9 | ||
| Costco Wholesale Corp /NEW | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 71.3 |
| (b) Individuals (high net worth individuals) | 111 | 319.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 13 | 35.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 697 | 438.2 |
| By Discretionary | ||
| Discretionary | 697 | 438.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 697 | 438.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 435.5 | |
| Total | 697 | 438.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001084207] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
Spiegelman Wealth Management Inc
✚
|
CA | 0.4 |
|
Templeton Financial Services Inc
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|
AZ | 0.4 |
|
Bates Financial Advisors Inc
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|
IL | 0.4 |
|
Spivak Asset Management LLC
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|
CT | 0.4 |
|
Antman Lester Murray
✚
|
0.4 | |
|
TA Capital Management LLC
✚
|
NJ | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
August Wealth Advisors LLC
✚
|
CT | 0.4 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.4 |