Charles J. Hendrickson

THE HENDRICKSON ADVISORY GROUP

Columbus, OH 43220

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CRD#: 6079634

Professional summary

Charles James Hendrickson, CFA, who also goes by Charles Hendrickson, is a registered financial advisor currently at THE HENDRICKSON ADVISORY GROUP, INC. located in Columbus, Ohio.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Charles has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Hendrickson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles James Hendrickson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 19, 2017 - Present

THE HENDRICKSON ADVISORY GROUP, INC.

Office #1: 4700 Reed Road Suite I, Columbus, OH 43220

RIA

CRD#: 121514

Columbus, OH

Past

November 9, 2016 - June 8, 2017

HAMILTON CAPITAL

RIA

CRD#: 109116

COLUMBUS, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/16/2025)

IAR

Illinois
(4/29/2020)

IAR

Ohio
(7/19/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE HENDRICKSON ADVISORY GROUP, INC.

CRD#: 121514 / SEC#:

Florida

Registered Investment Advisory firm - (6/16/2025 Approved)

Illinois

Registered Investment Advisory firm - (4/29/2020 Approved)

Ohio

Registered Investment Advisory firm - (10/25/1999 Approved)

Texas

Registered Investment Advisory firm - (1/3/2005 Conditional Restricted)

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Contact information

Main Address

4700 Reed Road Suite I, Columbus, OH 43220

Mailing Address

P.o. Box 20437, Columbus, OH 43220

Phone number

(614) 459-6196

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Charles J. Hendrickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles James Hendrickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HENDRICKSON ADVISORY GROUP, INC.

HAMILTON CAPITAL

State Registrations and Notice Filings

Exams

Current Firm

THE HENDRICKSON ADVISORY GROUP, INC.

Contact information

Documents

Red Flags

Company Information

THE HENDRICKSON ADVISORY GROUP, INC.

TRUST BUT VERIFY

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