Herndon Capital Management, LLC

Herndon Capital Management, LLC (CRD# 113538) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,149,614,874 in 1,783 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,150
    MILLION
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $2,888,174
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Herndon Capital Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Drake J. Craig
CRD#: 1984014
191 Peachtree Street Ne, Suite 2500, Atlanta, GA 30303
96
Wealthminder
score

Drake Craig (CRD# 1984014) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

2
Kenneth R. Holley
CRD#: 1755084
191 Peachtree Street Ne, Suite 2500, Atlanta, GA 30303
96
Wealthminder
score

Kenneth Holley (CRD# 1755084) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

3
Antoinette L. Bing
CRD#: 4556881
191 Peachtree Street, Ne, Suite 2500, Atlanta, GA 30303
93
Wealthminder
score

Antoinette Bing (CRD# 4556881) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

4
Todd L. Campbell
CRD#: 2916895
191 Peachtree Street, Ne, Suite 2500, Atlanta, GA 30303
93
Wealthminder
score

Todd Campbell (CRD# 2916895) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

5
Derik D. Coffey
CRD#: 5198578
191 Peachtree Street, Ne, Suite 2500, Atlanta, GA 30303
93
Wealthminder
score

Derik Coffey (CRD# 5198578) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

6
Annette M. Marshall
CRD#: 1989429
191 Peachtree Street, Ne, Suite 2500, Atlanta, GA 30303
93
Wealthminder
score

Annette Marshall (CRD# 1989429) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

7
Marc V. Reid
CRD#: 2048996
191 Peachtree Street, Ne, Suite 2500, Atlanta, GA 30303
93
Wealthminder
score

Marc Reid (CRD# 2048996) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

8
Marc O. Sydnor
CRD#: 2324259
191 Peachtree Street, Ne, Suite 2500, Atlanta, GA 30303
93
Wealthminder
score

Marc Sydnor (CRD# 2324259) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

9
Randell A. Cain
CRD#: 4661423
191 Peachtree Street Ne, Suite 2500, Atlanta, GA 30303
90
Wealthminder
score

Randell Cain (CRD# 4661423) is an Investment Advisor Representative working at Herndon Capital Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.