VIRGINIA BEACH, VACRD 333013Latest ADV March 27, 2026
Henderson Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 27, 2026, reports $136M in regulatory assets under management, 5 employees, 2 offices, and 643 accounts.
Assets Under Management
$136M
Employees
5
Offices
2 offices
Total Clients
280
Primary office
VIRGINIA BEACH, VA
ONE COLUMBUS CENTER, STE 540, VIRGINIA BEACH, VA, United States
Top client segmentIndividuals represent 89.3% of total clients.
Top client categories% of clientsClients
1
Individuals
89.3%
250
2
HNWI
9.3%
26
3
Corporations
1.1%
3
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 27, 2026
Discretionary90.6%
$124M
91% of total RAUM90.6%
Non-discretionary9.4%
$13M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$136M
Total Accounts643
10Y AUM Change+$31M (+29.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee56:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.