HENNESSY ADVISORS, INC.
CRD #110770 SEC #801-36288 NOVATO, CA 415-899-1555
SEC Registered
Total AUM
$4.3B
Discretionary
$4.3B
Employees
19
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.3B | $4.3B | $0 | 19 | 0 |
| Dec 2024 | $5.1B | $5.1B | $0 | 18 | 0 |
| Dec 2023 | $3.1B | $3.1B | $0 | 17 | 0 |
| Jan 2023 | $3B | $3B | $0 | 19 | 0 |
| Dec 2021 | $4.1B | $4.1B | $0 | 19 | 0 |
| Dec 2020 | $3.6B | $3.6B | $0 | 22 | 0 |
| Dec 2019 | $4.9B | $4.9B | $0 | 21 | 0 |
| Aug 2019 | $5.8B | $5.8B | $0 | 23 | 0 |
| Dec 2018 | $5.8B | $5.8B | $0 | 23 | 0 |
| Jan 2018 | $6.7B | $6.7B | $0 | 23 | 0 |
| Dec 2017 | $6.7B | $6.7B | $0 | 23 | 0 |
| Dec 2016 | $6.4B | $6.4B | $0 | 22 | 11 |
| Dec 2015 | $6B | $6B | $0 | 21 | 11 |
| Dec 2014 | $5.5B | $5.5B | $0 | 19 | 11 |
| Sep 2014 | $4B | $4B | $0 | 19 | 11 |
| Dec 2013 | $4B | $4B | $0 | 19 | 11 |
| Jun 2013 | $3.1B | $3.1B | $0 | 17 | 1 |
| Dec 2012 | $3.1B | $3.1B | $0 | 20 | 1 |
| Mar 2012 | $822M | $822M | $0 | 11 | 1 |
| Dec 2011 | $800.9M | $800.9M | $0 | 11 | 1 |
| Mar 2011 | $894.8M | $894.8M | $0 | -- | -- |
| Dec 2010 | $894.8M | $894.8M | $0 | -- | -- |
| Jun 2010 | $927.8M | $927.8M | $0 | -- | -- |
| Oct 2009 | $927.8M | $927.8M | $0 | -- | -- |
| Apr 2009 | $761.2M | $761.2M | $0 | -- | -- |
| Oct 2007 | $1.8B | $1.8B | $0 | -- | -- |
| Oct 2005 | $1.7B | $1.7B | $0 | -- | -- |
| Dec 2003 | $862.6M | $836.6M | $26M | 10 | -- |
| Mar 2002 | $194M | $194M | $0 | 10 | -- |
| Jun 2001 | $200M | $200M | $0 | 10 | -- |
DateNov 2025
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees19
Clients0
DateDec 2024
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees18
Clients0
DateDec 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees19
Clients0
DateDec 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees19
Clients0
DateDec 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees22
Clients0
DateDec 2019
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees23
Clients0
DateDec 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees23
Clients0
DateJan 2018
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees23
Clients0
DateDec 2017
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees23
Clients0
DateDec 2016
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees22
Clients11
DateDec 2015
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees21
Clients11
DateDec 2014
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees19
Clients11
DateSep 2014
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees19
Clients11
DateDec 2013
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees19
Clients11
DateJun 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees17
Clients1
DateDec 2012
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees20
Clients1
DateMar 2012
Total AUM$822M
Discretionary$822M
Non-Disc.$0
Employees11
Clients1
DateDec 2011
Total AUM$800.9M
Discretionary$800.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$927.8M
Discretionary$927.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$927.8M
Discretionary$927.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$761.2M
Discretionary$761.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$862.6M
Discretionary$836.6M
Non-Disc.$26M
Employees10
Clients--
DateMar 2002
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--