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Hardy Investment, Inc.

CRD 146943SEC# 801-129616
Export (members)
No longer SEC-registered. Hardy Investment, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$138M
Employees
2
Accounts
314
Location

Hardy Investment, Inc. assets under management

Hardy Investment, Inc. is a registered investment adviser overseen by the SEC. It reports $138 million in regulatory assets under management and employs 2 people.

Hardy Investment, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Hunter Kell Hardy ControlPresident/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Hardy Investment, Inc. manage?

Hardy Investment, Inc. reports $138 million in regulatory assets under management on its Form ADV.

How many employees does Hardy Investment, Inc. have?

Hardy Investment, Inc. reports 2 employees.

Does Hardy Investment, Inc. disclose fund performance?

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

Contact & registration

Office hours8:30 a.m. - 5:30 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$138MNo change
Jan '25 — $138MFeb '25 — $138MMar '25 — $138MApr '25 — $138MMay '25 — $138MJun '25 — $138MJul '25 — $138MAug '25 — $138MSep '25 — $138MOct '25 — $138MNov '25 — $138MDec '25 — $138MJan '26 — $138MFeb '26 — $138MMar '26 — $138MApr '26 — $138MMay '26 — $138MJun '26 — $138M
Jan '25Form ADV, monthlyJun '26

How this firm compares

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

Assets under management

$138Mregulatory AUM
Discretionary $138M