MOLLOT & HARDY, INC.

Overview

Mollot & Hardy, Inc. is an independent registered investment advisor focused on individual and family clients. Registered with the SEC since 2018 and owned by an individual, the firm operates on a percentage-of-AUM fee model while also acting as an insurance broker. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, supplemented by allocations to third‑party alternatives when appropriate. The firm reports non‑discretionary authority across its client base, which indicates Mollot & Hardy typically provides recommendations and implements solutions with client approval rather than managing portfolios on a fully discretionary basis. Mollot & Hardy is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices