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HARDY REED, LLC
CRD 141024File 801-66976
APPROVED
Retail clients
Custody
Filing as of Sep 4, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 18 | decreased by1 |
| Apr 1, 2026 | Clients | 365 | 395 | increased by30 |
| Apr 1, 2026 | AUM | $2,357,448,960 | $2,890,705,950 | increased by$533,256,990 |
| Apr 1, 2026 | Accounts | 365 | 997 | increased by632 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 311 | 365 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,679,888,192 | $2,357,448,960 | increased by$677,560,768 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 730 | 365 | decreased by365 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 294 | 311 | increased by17 |
| Apr 1, 2022 | AUM | $1,423,769,035 | $1,679,888,192 | increased by$256,119,157 |
| Apr 1, 2022 | Accounts | 294 | 730 | increased by436 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARDY REED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARDY REED” may also match similarly-named firms). Confirm identity against each filing.
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.