HENDERSHOT INVESTMENTS, INC.
SEC RegisteredLong-Term Investors
About the firm
Hendershot Investments, Inc., a woman-owned firm founded in 1994 by Ingrid Hendershot, CFA, provides investment management, financial planning and a high level of personal service. As fiduciaries operating on a fee-only basis, the firm invests in high-quality, well-managed companies at reasonable valuations and holds them for the long term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Hendershot Investments offers portfolio management services tailor-made to each client's unique needs, financial planning at no additional charge to clients, a quarterly investment newsletter available for a $50 annual subscription fee, and advisory consulting and research services billed at a negotiated fixed fee or $150 hourly rate.
Who they serve
Those with $250,000 or more in investable assets seeking long-term investment management and financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 292 | $117M |
| High Net Worth Individuals | 224 | $863M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 5 | $11M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Assets <= $2,000,000 | 1.00% |
| Assets > $2,000,000 | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HENDERSHOT INVESTMENTS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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