SourcingSourcing

HENDERSON FINANCIAL GROUP LLC

B54
CRD 333013·SEC 801-131512·VIRGINIA BEACH, VA
AUM
$136.4M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$409K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HENDERSON FINANCIAL GROUP LLC
CRD
333013
SEC file #
801-131512
EIN
—
DBA names
—

Economics

AUM
$136.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$130.2M → $136.4M▲ +5%
Client mix
Individuals Other250
Individuals High Net Worth26
Corporations3
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
hendersonfg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HENDERSON, III, RANDOLPH, BENJAMIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HENDERSON, III, RANDOLPH, BENJAMIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
HENDERSONFG.COM
Rdap Domain Creation Date
2020-11-14T22:07:26Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-14T22:07:26Z
Rdap Domain Last Changed
2025-11-15T14:01:47Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5267494
Trust Company Affiliate
No

People (3)

3
HENDERSON, III, RANDOLPH, BENJAMIN
IAR · Direct Owner · 87.5%
5267494
TYLER LEE LEIPHART
IAR
6051727
Stephanie Lynn Davis
IAR
5065402