# Hendershott Wealth Management, LLC

> Hendershott Wealth Management, LLC is an SEC-registered investment advisory firm in Fishers, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 170839
- Filed as: HENDERSHOTT WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170839
- AdvisorCensus page: https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839

## Quick answers

**How is Hendershott Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hendershott Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hendershott Wealth Management, LLC located?**
Hendershott Wealth Management, LLC's principal office is in Fishers, IN, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hendershott Wealth Management, LLC registered with the SEC or a state?**
Hendershott Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 170839.

**How much does Hendershott Wealth Management, LLC manage?**
Hendershott Wealth Management, LLC reports $305,773,253 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary).

**How have Hendershott Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hendershott Wealth Management, LLC: Regulatory assets under management: $113,073,448 in the October 2021 data and $305,773,253 in the October 2026 data, up 170%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hendershott Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (72); corporations or other businesses not listed above (1).

**Which custodians does Hendershott Wealth Management, LLC use?**
Hendershott Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hendershott Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170839

**Does Hendershott Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "In general, we require a minimum of $1,500,000 to open and maintain an investment management advisory account. At our discretion, we may waive this minimum account size."

**What changed in Hendershott Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $235,639,534 to $305,773,253 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,500,000 to open and maintain an investment management advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $305,773,253
- Discretionary: $0
- Non-discretionary: $305,773,253

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $36,603,779 |
| High net worth individuals | 72 | $266,365,616 |
| Corporations or other businesses not listed above | 1 | $2,803,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, IN, NH, OR, PR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- San Jose, CA

### Websites listed on Form ADV (Item 1.I)
- hendershottwealth.com
- hilaryhendershott.com
- hilaryhendershottwealthmanagement.com
- igniteinvesting.com
- Facebook @HILARYHENDERSHOTT
- Instagram @hilary.hendershott
- LinkedIn @HILARYTHECFP
- X @hilarythecfp
- YouTube @HILARYHENDERSHOTT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $113,073,448 | 4 | March 23, 2021 |
| October 2022 | $153,613,622 | 5 | September 28, 2022 |
| October 2023 | $142,524,588 | 5 | May 19, 2023 |
| October 2024 | $169,265,556 | 7 | September 4, 2024 |
| October 2025 | $235,639,534 | 7 | January 31, 2025 |
| October 2026 | $305,773,253 | 9 | February 27, 2026 |

Regulatory assets under management: $113,073,448 in the October 2021 data and $305,773,253 in the October 2026 data, up 170%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $235,639,534 to $305,773,253 (+30%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hendershott Wealth Management, LLC (CRD 170839): Form ADV filing data as of October 2026.