Hardy Reed, LLC
● SEC registered since 2006CRD 141024SEC# 801-66976Tupelo, MS
Reg. AUM
$2.89B
Employees
18
Accounts
997
Location
Tupelo, MS
About Hardy Reed
Hardy Reed creates customized plans for individuals and provides fiduciary consulting and investment guidance to foundations, endowments, retirement plans, and other nonprofits. It stresses aligning fiduciary duties with each organization's mission and retirement plan needs.
Summary based on the firm’s website.
Hardy Reed, LLC assets under management
Hardy Reed, LLC is an SEC-registered investment adviser based in Tupelo, MS. The firm has been registered since 2006. It reports $2.9 billion in regulatory assets under management and employs 18 people.
Hardy Reed, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Scott Reed Control | Chief Executive Officer | 50-75% | 2006 |
| John Cazort Hardy Control | President | 50-75% | 2006 |
| Susan M Brodnick | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Hardy Reed, LLC manage?
Hardy Reed, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Hardy Reed, LLC have?
Hardy Reed, LLC reports 18 employees.
Where is Hardy Reed, LLC located?
Hardy Reed, LLC is based in Tupelo, MS and has been SEC-registered since 2006.
Does Hardy Reed, LLC disclose fund performance?
Hardy Reed, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 S. Front Street, Tupelo, MS 38804 |
| Phone | 662-823-4722 |
| Fax | 662-823-4720 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1761871 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.89B▲ 23%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,369 advisers
EmployeesTop 26%
More than 74% of 16,804 advisers
Assets under management
$2.89Bregulatory AUM
Discretionary $2.89BNon-discretionary $5.6M