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, owner-operated advisory firm established in 2006 and organized as an LLC. The firm serves both high-net-worth individuals and families as well as institutional clients and acts as an active capital allocator, meaning it hires and allocates to external managers in addition to managing client assets directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-type engagements, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee structures. Hardy Reed is not identified as an active ESG investor. Hardy Reed has received industry recognition, including placement in the Financial Times Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms list (2020), and Citywire’s 50 Growers Across America (2025).