# Hendricks Wealth and Estate Management

> Hendricks Wealth and Estate Management is an SEC-registered investment advisory firm in Algonquin, IL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 289593
- Filed as: HENDRICKS WEALTH AND ESTATE MANAGEMENT
- Legal name: J.g.hendricks Financial Services, LLC
- Also doing business as: J.G. HENDRICKS FINANCIAL SERVICES, LLC DBA HENDRICKS WEALTH AND ESTATE MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Algonquin, IL
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289593
- AdvisorCensus page: https://advisorcensus.com/firm/hendricks-wealth-and-estate-management-algonquin-il-289593

## Quick answers

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

**Where is Hendricks Wealth and Estate Management located?**
Hendricks Wealth and Estate Management's principal office is in Algonquin, IL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hendricks Wealth and Estate Management registered with the SEC or a state?**
Hendricks Wealth and Estate Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289593.

**How much does Hendricks Wealth and Estate Management manage?**
Hendricks Wealth and Estate Management reports $536,115,799 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (99% discretionary).

**How have Hendricks Wealth and Estate Management's assets and staff changed since 2021?**
In the Form ADV data for Hendricks Wealth and Estate Management: Regulatory assets under management: $266,984,677 in the October 2021 data and $536,115,799 in the October 2026 data, up 101%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hendricks Wealth and Estate Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (752); high net worth individuals (161); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

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

**Does Hendricks Wealth and Estate Management 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/289593

**What changed in Hendricks Wealth and Estate Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $411,552,250 to $536,115,799 (+30%). Registered or notice-filed in AL, PA.

## From the Form ADV filing

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

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

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: $536,115,799
- Discretionary: $531,746,633
- Non-discretionary: $4,369,166

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 752 | $190,890,180 |
| High net worth individuals | 161 | $341,149,145 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $4,076,474 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MI, NC, NE, OH, PA, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Bradenton, FL

### Websites listed on Form ADV (Item 1.I)
- hendrickswealth.com
- jghfs.com
- Facebook @hendrickswealth
- LinkedIn @hendrickswealth
- YouTube @HendricksWealthEstateMgmt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $266,984,677 | 3 | March 23, 2021 |
| October 2022 | $332,312,577 | 4 | March 30, 2022 |
| October 2023 | $274,008,463 | 5 | October 2, 2023 |
| October 2024 | $351,692,222 | 5 | February 28, 2024 |
| October 2025 | $411,552,250 | 5 | March 19, 2025 |
| October 2026 | $536,115,799 | 7 | June 9, 2026 |

Regulatory assets under management: $266,984,677 in the October 2021 data and $536,115,799 in the October 2026 data, up 101%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $411,552,250 to $536,115,799 (+30%).
- Registered or notice-filed in AL, PA.

### December 2025
- Employees performing advisory functions went from 4 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hendricks Wealth and Estate Management (CRD 289593): Form ADV filing data as of October 2026.