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Henderson Financial Group LLC

● SEC registered since 2024CRD 333013SEC# 801-131512Virginia Beach, VA
Export (members)
Reg. AUM
$97M
Employees
3
Accounts
517
Location
Virginia Beach, VA

Henderson Financial Group LLC assets under management

Henderson Financial Group LLC is an investment advisory firm registered with the SEC based in Virginia Beach, VA. The firm has been registered since 2024. It reports $97 million in regulatory assets under management and employs 3 people.
www.hendersonfg.comView on SEC.gov ↗

Henderson Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Randolph Benjamin Henderson ControlChief Executive Officer And OwnerOver 75%2017
Stephanie Lynn Davis ControlExecutive Vice President And Chief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Henderson Financial Group LLC manage?

Henderson Financial Group LLC reports $97 million in regulatory assets under management on its Form ADV.

How many employees does Henderson Financial Group LLC have?

Henderson Financial Group LLC reports 3 employees.

Where is Henderson Financial Group LLC located?

Henderson Financial Group LLC is based in Virginia Beach, VA and has been SEC-registered since 2024.

Does Henderson Financial Group LLC disclose fund performance?

Henderson Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Columbus Center, Ste 540, Virginia Beach, VA 23462
Phone757-314-4638
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$80.1M
Non-discretionary$16.9M
Total (RAUM)$97M