SourcingSourcing

HENDLEY & CO INC

C49
CRD 110465·SEC 801-13491·ZANESVILLE, OH
AUM
$445.0M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HENDLEY & CO INC
CRD
110465
SEC file #
801-13491
EIN
—
DBA names
Hendley & Co. Inc.

Economics

AUM
$445.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$296.6M → $445.0M▲ +50%
Client mix
Individuals Other166
Individuals High Net Worth115
Charitable Organizations15
Corporations9

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
ZANESVILLE OH
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
06/16/2025
ADV-W filed at
—
Website
hendleyco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, RENEE', MELICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SMITH, RENEE', MELICK
SMITH, ROBERT, LEWIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HENDLEYCO.COM
Rdap Domain Creation Date
1996-08-28T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1368
Soi Zip Pct 200k Plus
0.0253
Soi Zip Returns 200k Plus
650
Soi Zip Total AGI
1,506,744
Fdic Zip Total Deposits
32,528,029,000
Fdic Zip Branch Count
665
Fdic Zip Top Banks
The Park National Bank
The Community Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
First Federal Savings Bank of Eastern OhioZanesville, OH
First Federal Savings Bank of Eastern OhioZanesville, OH
Fdic Zip HHI
1179.73
Fdic Zip Top Bank Share Pct
23.55
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-27T04:00:00Z
Rdap Domain Last Changed
2023-06-28T07:47:39Z
Rdap Nameservers
Ns-1072.awsdns-06.orgNs-1626.awsdns-11.co.ukNs-452.awsdns-56.comNs-657.awsdns-18.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI104,373
Returns8,140
Stub 2
AGI274,140
Returns7,450
Stub 3
AGI252,325
Returns4,150
Soi Zip Total Business Income
44,241
Soi Zip Total Cap Gains
41,151
Soi Zip Total Dividends
24,059
Soi Zip Total Returns
25,650
Top Owner CRD
4650922
Trust Company Affiliate
No

People (3)

3
SMITH, RENEE', MELICK
IAR · Direct Owner · 87.5%
4650922
SMITH, ROBERT, LEWIS
Direct Owner · 87.5%
7155379
SNODE, MICHAEL, ALLEN
IAR · Executive Officer · 2.5%
3060559