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, individual-owned registered investment adviser that has been SEC-registered since 2006 and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers a mix of advisory services that include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selection of other advisers. Its fee arrangements span percentage-of-assets, hourly charges, and fixed fees. Hardy Reed has been recognized in industry lists, appearing in Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America (2025 and 2026).