Hardy Reed, LLC

RIASEC RegisteredEst. 2006

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$2.9M

Accounts

997

Employees

Advisory reps

Firm details

Headquarters: Tupelo, Mississippi
CRD number: 141024
Registered since: July 5, 2006
Website: hardyreed.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.17%
Pension & Profit Sharing Plans31.63%
Charitable Organizations11.31%
Individuals2.13%
Corporations / Businesses0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hardy Reed, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2006. It serves both individual/family and institutional clients and functions as a capital allocator, offering financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting, and selection of other advisers. The firm charges based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Hardy Reed is not positioned as an ESG-active investor and is not registered as a multi-state adviser. The firm has received industry recognition, including placement on the Financial Times Top 300 RIA Firms (2020), inclusion on FA Magazine’s Top RIA Firms list (2020), and a Citywire mention in its "50 Growers Across America" feature (2025).