Hendley & Co. Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$390,962,150
Clients
280
Advisors
2
of 5 employees
About
The firm provides discretionary portfolio management to individuals, high net worth clients, and institutional accounts such as corporate pension plans, foundations, and trusts. It constructs individualized portfolios that typically include individual equities, fixed income securities, and mutual funds based on client interviews to assess risk tolerance and investment objectives.
Investment decisions are driven by fundamental, valuation-based analysis using company filings and outside research services, with a mix of long-term holdings and occasional short-term trading when conditions warrant. The firm calculates account and composite performance, delivers quarterly written reports, and makes account reporting accessible online.
Compared with peers, the firm operates with a small advisory team (two advisors) while managing roughly $438 million in discretionary assets — more than $200 million per advisor, which is uncommon for similarly supported firms. It maintains an institutional custody relationship that supplies research and operational services and requires portfolio managers to complete the CFA program, reflecting a small-team practice with institutional-level reporting and compliance processes.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,000 - $1,500,000: 0.90% annually $1,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
Account minimum: $100,000 minimum discretionary portfolio management account (clients under $100,000 may be accepted at firm's discretion)
Main office
822 Adair Avenue
Zanesville OH 43701
Advisors at this office
2
Most active in
California · Florida · Indiana · Kentucky · North Carolina · Ohio · South Carolina · Texas · Virginia
Also doing business as
Hendley & Co Inc · Hendley & Co. Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Renee' S
CFA®
Zanesville, OH
Hendley & Co. Inc.
Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.
Michael S
Zanesville, OH
Hendley & Co. Inc.
Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.
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