# Hendershot Investments

Hendershot Investments is a Bank / Wealth / Trust based in Centreville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Centreville, United States
- **Region:** North America
- **Address:** Centreville, VA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** hendershotinvestments.com

## Regulatory record

- **CRD number:** 115472
- **SEC file number:** 801-62918
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115472

## About

Hendershot Investments opened in 1994, the same year Ingrid R. Hendershot launched the Hendershot Investments Newsletter, a monthly publication focused on long-term equity selection among large-cap US stocks. The firm operates from Centreville, Virginia, serving individuals and high-net-worth families across the United States, and has made the newsletter a central pillar of its identity rather than a marketing afterthought. Most RIAs produce market commentary; Hendershot turned it into a subscription product with an editorial voice that predates the financial-blog era by more than a decade. The investment strategy is concentrated in publicly traded US large-cap equities, selected through the firm's "Quality at a Reasonable Price" framework. Holdings typically include names such as Johnson & Johnson, Microsoft, and PepsiCo — dividend-growing compounders that dominate their sectors. The firm runs separately managed accounts and does not operate pooled vehicles, direct private investments, or venture-stage exposures. Geographic coverage is overwhelmingly North America, with indirect international exposure through the global revenue streams of the portfolio companies it selects. The firm remains small in headcount, with Ms. Hendershot listed as editor and portfolio manager on the newsletter's masthead (per the firm's official communications). Total assets under management are not publicly disclosed. No secondary offices, adjacent philanthropic foundations, or external club memberships are reported. The publication arm — available in digital format — periodically features model portfolios, individual stock reviews, and essays on long-term compounding, reinforcing the firm's posture as an educational asset manager rather than a pure allocator. Hendershot's structural differentiator is the integrated newsletter. Few SEC-registered investment advisers maintain a paid editorial product as a co-equal business line, and fewer still have sustained it across three decades. The newsletter functions as both a client-acquisition channel and a public accountability mechanism: the firm's stock picks and performance commentary are distributed to subscribers, creating an unusual transparency between manager and audience for a private wealth practice.

## Questions

### What is the Hendershot Investments Newsletter?

It is a monthly investment publication the firm has produced since its founding in 1994. The newsletter evaluates large-cap US equities, features model portfolios, and provides long-term-oriented stock commentary — functioning as both a standalone subscription product and a public record of the firm's investment thinking (per the firm's official communications). Few other RIAs operate a paid editorial product of comparable longevity.

### How is Hendershot Investments compensated?

As a registered investment adviser, the firm charges asset-based management fees on its separately managed accounts. The newsletter represents a separate revenue line via subscription fees. Public filings do not disclose specific fee schedules, and there is no indication of performance-based fees or carried interest structures.

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- [Hendershott Wealth Management](https://altss.com/profile/hendershott-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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