Hendley & Co Inc
- Regulatory AUM
- $438M
- Discretionary
- $438M
- Clients
- 302
- Avg AUM / client
- $1.5M
- Accounts
- 697
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $71.3M | 16.3% |
| High net worth individuals | 111 | $320M | 72.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.2M | 0.72% |
| Charitable organizations | 13 | $35.4M | 8.08% |
| Corporations and other businesses | 9 | $8.7M | 1.98% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Renee' Melick Smith | President | CFA | Aug 1999 (27y) | 75% or more |
| Michael Allen Snode | Chief Compliance Officer | Aug 2007 (19y) | Less than 5% | |
| Smith, Robert, Lewis | Beneficial Owner, Officer | Jun 2019 (7y) | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $376M (86% of AUM) Jun 2026
- TD Ameritrade $343M (86% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗