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Charles James Hendrickson

CFA
THE HENDRICKSON ADVISORY GROUP
COLUMBUS, OH
·CRD# 6079634·10 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charles Hendrickson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFA
Chartered Financial Analyst

Years of Experience

10 years in the financial services industry

Current & Past Employments

THE HENDRICKSON ADVISORY GROUP, INC.·CRD# 121514
RIA
4700 Reed Road Suite I, Columbus, OH 43220
July 19, 2017 - Present
HAMILTON CAPITAL·CRD# 109116
RIA
Columbus, OH
November 9, 2016 - June 8, 2017

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Current Firm

TH
THE HENDRICKSON ADVISORY GROUP, INC.

THE HENDRICKSON ADVISORY GROUP, INC.

CRD#: 121514
Florida
Registered Investment Advisory firm - Florida (6/16/2025 Approved)
Illinois
Registered Investment Advisory firm - Illinois (4/29/2020 Approved)
Ohio
Registered Investment Advisory firm - Ohio (10/25/1999 Approved)
Texas
Registered Investment Advisory firm - Texas (1/3/2005 Conditional Restricted)

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

# of Employees

3

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

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

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CH
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