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HARDY REED, LLC
CRD 141024File 801-66976
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.89B
Top 25% of cohort (national)
Discretionary AUM
$2.89B
Non-discretionary $5.6M
Clients
395
997 accounts
Employees
18
Top 10% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 5, 2006
- Principal office
- 101 S. FRONT STREET, TUPELO, MS, 38804
- Phone
- 662-823-4722
- Website
- HTTP://WWW.HARDYREED.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.89B
- Discretionary AUM
- $2.89B
- Non-discretionary AUM
- $5.6M
- Discretionary accounts
- 983
- Non-discretionary accounts
- 14
- Total accounts
- 997
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $22.2M |
| Charitable organizations | 15 | $326.9M |
| High net worth individuals | 203 | $1.57B |
| Pension and profit sharing plans | 26 | $914.3M |
| Individuals (other than high net worth individuals) | 148 | $61.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

