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HARDY REED, LLC
CRD 141024 · SEC 801-66976
101 S. FRONT STREET, TUPELO, MS, 38804, United States
Phone
662-823-4722
Fax
662-823-4720
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.89B
Discretionary AUM
$2.89B
Team
18 total employees; 12 advisory reps; 11 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $61.5M |
| High net worth individuals | 203 | $1.57B |
| Pension/profit sharing plans | 26 | $914.3M |
| Charitable organizations | 15 | $326.9M |
| Corporations/business entities | 3 | $22.2M |
States served
AL, CA, GA, LA, MS, NY, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD