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HENDERSHOT INVESTMENTS, INC.

· CRD 115472 · IAPD ↗ · hendershotinvestments.com · 703-361-6130

$1.07BRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — HENDERSHOT INVESTMENTS, INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — HENDERSHOT INVESTMENTS, INC. crossed $1B in regulatory AUM ($984.7M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
51
April 2024 — HENDERSHOT INVESTMENTS, INC. notice-filed in CO, MN, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.