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Hardy & Hardy Co LLC

● SEC registered since 2024CRD 145088SEC# 801-129299Lima, OH
Export (members)
Reg. AUM
$269.4M
Employees
2
Accounts
272
Location
Lima, OH

Hardy & Hardy Co LLC assets under management

Hardy & Hardy Co LLC is an SEC-registered investment adviser based in Lima, OH. The firm has been registered since 2024. It reports $269.4 million in regulatory assets under management and employs 2 people.

Hardy & Hardy Co LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Owen Hardy ControlChief Compliance Officer25-50%2007
Scott Richard Jensen ControlManaging Partner50-75%2023

Frequently asked questions

How much does Hardy & Hardy Co LLC manage?

Hardy & Hardy Co LLC reports $269.4 million in regulatory assets under management on its Form ADV.

How many employees does Hardy & Hardy Co LLC have?

Hardy & Hardy Co LLC reports 2 employees.

Where is Hardy & Hardy Co LLC located?

Hardy & Hardy Co LLC is based in Lima, OH and has been SEC-registered since 2024.

Does Hardy & Hardy Co LLC disclose fund performance?

Hardy & Hardy Co LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3605 Shawnee Road, Lima, OH 45806
Phone419-998-8955
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$269.4M▲ 7%
Jan '25 — $251.8MFeb '25 — $251.8MMar '25 — $251.8MApr '25 — $251.8MMay '25 — $251.8MJun '25 — $251.8MJul '25 — $251.8MAug '25 — $251.8MSep '25 — $251.8MOct '25 — $251.8MNov '25 — $251.8MDec '25 — $251.8MJan '26 — $269.4MFeb '26 — $269.4MMar '26 — $269.4MApr '26 — $269.4MMay '26 — $269.4MJun '26 — $269.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$269.4Mregulatory AUM
Discretionary $0Non-discretionary $269.4M