Hedge Fund Database

HARDY REED, LLC

Adviser information for HARDY REED, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Mississippi, United States

Employees

Total Number of Employees 18
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 348 $1.9B
Non-Discretionary 0 $0
Total 348 $1.9B

Clients

Type Number RAUM
Individuals 170 $74.6M
HNW Individuals 138 $1.0B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 22 $493.9M
Charitable organizations 14 $227.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $29.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 12
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-66976
SEC ERA File Number 801-66976
SEC CIK Numbers 1761871
SEC CRD Numbers 141024, 141024
Legal Entity Identifier None

Principal Office

101 S. FRONT STREET
TUPELO
MS
United States
Monday - Friday, 8:00 AM TO 4:00 PM
Tel: 662-823-4722, Fax: 662-823-4720

Websites

www.hardyreed.com facebook.com/hardyreedllc www.linkedin.com/company/hardy-reed/ www.linkedin.com/showcase/hardy-reed-retirement-plan-services/ instagram.com/hardyreedllc

Chief Compliance Officer

MADELINE HEDGES
CHIEF COMPLIANCE OFFICER
255 E. FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: (513) 832-5467
(Full email address available in API data)

Regulatory Contact

MIKE MITCHELL
CHIEF OPERATING OFFICER
101 S. FRONT STREET
TUPELO
MS
United States
Tel: 662-432-1659 X 1007
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
REED, GEORGE, SCOTT Individual – CHIEF EXECUTIVE OFFICER 08/2006 50-75%
HARDY, JOHN, CAZORT Individual – PRESIDENT 08/2006 50-75%
HEDGES, MADELINE, ELAINE Individual – CHIEF COMPLIANCE OFFICER 03/2021 < 5%
Mitchell, Michael, Black Individual – CHIEF OPERATING OFFICER 01/2024 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/25/202011 on 6/24/202013 on 3/24/202114 on 3/22/202214 on 5/12/202214 on 5/20/202215 on 3/30/202315 on 9/30/202315 on 10/16/202318 on 3/21/2024

RAUM, Historic

2B1B02020202120222023202420251051684566 on 3/25/20201051684566 on 6/24/20201423769035 on 3/24/20211679888192 on 3/22/20221679888192 on 5/12/20221679888192 on 5/20/20221448802786 on 3/30/20231448802786 on 9/30/20231448802786 on 10/16/20231865178576 on 3/21/2024

No. Clients, Historic

4002000202020212022202320242025279 on 3/25/2020279 on 6/24/2020294 on 3/24/2021311 on 3/22/2022311 on 5/12/2022311 on 5/20/2022347 on 3/30/2023347 on 9/30/2023347 on 10/16/2023348 on 3/21/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 432K 4K 0
ABBVIE INC COM 2M 12K 0
ACCENTURE PLC IRELAND SHS CLASS A 2M 8K 0
ADOBE INC COM 3M 6K 0
ADVANCED MICRO DEVICES INC COM 2M 10K 0
AGILENT TECHNOLOGIES INC COM 408K 3K 0
ALCON AG ORD SHS 232K 3K 0
ALPHABET INC CAP STK CL A 9M 49K 0
ALPHABET INC CAP STK CL C 6M 33K 0
ALTAIR ENGR INC COM CL A 252K 3K 0
AMAZON COM INC COM 6M 32K 0
AMERICAN EXPRESS CO COM 2M 8K 0
AMERICAN TOWER CORP NEW COM 1M 6K 0
AMPHENOL CORP NEW CL A 2M 24K 0
APPLE INC COM 28M 135K 0
APPLIED MATLS INC COM 2M 7K 0
ASML HOLDING N V N Y REGISTRY SHS 462K 452 0
ASTRAZENECA PLC SPONSORED ADR 234K 3K 0
BANK AMERICA CORP COM 314K 8K 0
BAXTER INTL INC COM 289K 9K 0
BERKSHIRE HATHAWAY INC DEL CL A 22M 36 0
BLACKROCK INC COM 1M 2K 0
BOOKING HOLDINGS INC COM 2M 397 0
BRISTOL-MYERS SQUIBB CO COM 263K 6K 0
BROADCOM INC COM 2M 1K 0
CADENCE BANK COM 6M 209K 0
CANADIAN PACIFIC KANSAS CITY COM 396K 5K 0
CARMAX INC COM 447K 6K 0
CASELLA WASTE SYS INC CL A 291K 3K 0
CATERPILLAR INC COM 1M 4K 0
CCC INTELLIGENT SOLUTIONS HL COM 223K 20K 0
CHENIERE ENERGY INC COM NEW 451K 3K 0
CHESAPEAKE ENERGY CORP COM 286K 3K 0
CHEVRON CORP NEW COM 2M 10K 0
CISCO SYS INC COM 443K 9K 0
CITIZENS FINL GROUP INC COM 202K 6K 0
COMCAST CORP NEW CL A 293K 7K 0
CONSTELLATION BRANDS INC CL A 319K 1K 0
COOPER COS INC COM 515K 6K 0
COPART INC COM 460K 8K 0
DANAHER CORPORATION COM 1M 5K 0
DESCARTES SYS GROUP INC COM 470K 5K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 1 7M 124K 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 6M 101K 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 5M 141K 0
DIMENSIONAL ETF TRUST US EQUITY ETF 4M 64K 0
DISNEY WALT CO COM 890K 9K 0
DOMINOS PIZZA INC COM 212K 410 0
ELEVANCE HEALTH INC COM 3M 6K 0
ENERGY TRANSFER L P COM UT LTD PTN 623K 38K 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 352K 26K 0
ENSIGN GROUP INC COM 212K 2K 0
ENTERPRISE PRODS PARTNERS L COM 417K 14K 0
EOG RES INC COM 426K 3K 0
ETF SER SOLUTIONS DISTILLATE US 376K 7K 0
EVERCORE INC CLASS A 386K 2K 0
EXPEDITORS INTL WASH INC COM 447K 4K 0
EXPONENT INC COM 378K 4K 0
EXXON MOBIL CORP COM 3M 28K 0
FASTENAL CO COM 561K 9K 0
FEDEX CORP COM 456K 2K 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 688K 4K 0
FIDELITY MERRIMACK STR TR TOTAL BD ETF 295K 7K 0
FIDELITY NATL INFORMATION SV COM 399K 5K 0
FISERV INC COM 2M 13K 0
FIVE BELOW INC COM 208K 2K 0
FRANKLIN RESOURCES INC COM 215K 10K 0
FRESHPET INC COM 283K 2K 0
GE AEROSPACE COM NEW 961K 6K 0
GE VERNOVA INC COM 500K 3K 0
GENERAL DYNAMICS CORP COM 377K 1K 0
GENTEX CORP COM 231K 7K 0
GILEAD SCIENCES INC COM 311K 5K 0
GLOBAL PMTS INC COM 321K 3K 0
GLOBANT S A COM 247K 1K 0
GRAND CANYON ED INC COM 274K 2K 0
HESS MIDSTREAM LP CL A SHS 311K 9K 0
HOME DEPOT INC COM 4M 11K 0
HONDA MOTOR LTD ADR ECH CNV IN 3 253K 8K 0
HONEYWELL INTL INC COM 801K 4K 0
ICON PLC SHS 359K 1K 0
ING GROEP N.V. SPONSORED ADR 179K 10K 0
INTERCONTINENTAL EXCHANGE IN COM 2M 16K 0
INTERNATIONAL BUSINESS MACHS COM 220K 1K 0
INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 2M 45K 0
INVESCO QQQ TR UNIT SER 1 3M 7K 0
ISHARES INC ESG AWR MSCI EM 410K 12K 0
ISHARES TR CORE MSCI TOTAL 89M 1M 0
ISHARES TR CORE S&P500 ETF 14M 26K 0
ISHARES TR CORE S&P SCP ETF 14M 132K 0
ISHARES TR CORE S&P MCP ETF 11M 191K 0
ISHARES TR RUS 1000 GRW ETF 10M 28K 0
ISHARES TR CORE MSCI EAFE 9M 126K 0
ISHARES TR CORE S&P TTL STK 7M 58K 0
ISHARES TR RUS 1000 VAL ETF 5M 30K 0
ISHARES TR CORE INTL AGGR 3M 67K 0
ISHARES TR RUS 2000 VAL ETF 2M 14K 0
ISHARES TR MSCI ACWI EX US 1M 28K 0
ISHARES TR EAFE GRWTH ETF 1M 13K 0
ISHARES TR ESG AWARE MSCI 982K 26K 0
ISHARES TR ESG AWRE 1 5 YR 508K 21K 0
ISHARES TR TIPS BD ETF 470K 4K 0
ISHARES TR RUS 1000 ETF 295K 992 0
JOHNSON & JOHNSON COM 2M 12K 0
JPMORGAN CHASE & CO. COM 81M 401K 0
KIMBERLY-CLARK CORP COM 209K 2K 0
KINDER MORGAN INC DEL COM 435K 22K 0
LAM RESEARCH CORP COM 736K 691 0
LEAR CORP COM NEW 1M 12K 0
LINDE PLC SHS 534K 1K 0
LYONDELLBASELL INDUSTRIES N SHS - A - 260K 3K 0
MAGNA INTL INC COM 307K 7K 0
MANHATTAN BRDG CAP INC COM 416K 416K 0
MANHATTAN BRDG CAP INC COM 20K 20K 0
MARATHON PETE CORP COM 526K 3K 0
MASIMO CORP COM 273K 2K 0
MASTERCARD INCORPORATED CL A 2M 5K 0
MEDPACE HLDGS INC COM 304K 737 0
MEDTRONIC PLC SHS 207K 3K 0
MERCK & CO INC COM 2M 15K 0
META PLATFORMS INC CL A 980K 2K 0
MICROSOFT CORP COM 12M 26K 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 227K 21K 0
MONDELEZ INTL INC CL A 743K 11K 0
MPLX LP COM UNIT REP LTD 523K 12K 0
MUELLER INDS INC COM 614K 11K 0
NETEASE INC SPONSORED ADS 789K 8K 0
NEXTERA ENERGY INC COM 2M 22K 0
NICE LTD SPONSORED ADR 219K 1K 0
NORFOLK SOUTHN CORP COM 3M 15K 0
NOVO-NORDISK A S ADR 1M 8K 0
NVIDIA CORPORATION COM 5M 43K 0
OMNICOM GROUP INC COM 459K 5K 0
ONEOK INC NEW COM 274K 3K 0
OREILLY AUTOMOTIVE INC COM 1M 1K 0
ORIX CORP SPONSORED ADR 299K 3K 0
PALO ALTO NETWORKS INC COM 2M 5K 0
PARKER-HANNIFIN CORP COM 754K 1K 0
PAYCOR HCM INC COM 146K 11K 0
PAYPAL HLDGS INC COM 2M 29K 0
PEPSICO INC COM 370K 2K 0
PFIZER INC COM 267K 10K 0
PHILIP MORRIS INTL INC COM 1M 12K 0
PHILLIPS EDISON & CO INC COMMON STOCK 376K 11K 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 577K 32K 0
PRICE T ROWE GROUP INC COM 311K 3K 0
PROGRESSIVE CORP COM 3M 14K 0
PRUDENTIAL FINL INC COM 715K 6K 0
QUALCOMM INC COM 2M 9K 0
RB GLOBAL INC COM 248K 3K 0
REGIONS FINANCIAL CORP NEW COM 514K 26K 0
RENASANT CORP COM 659K 22K 0
REPLIGEN CORP COM 232K 2K 0
RESTAURANT BRANDS INTL INC COM 437K 6K 0
RTX CORPORATION COM 525K 5K 0
S&P GLOBAL INC COM 311K 697 0
SCHWAB CHARLES CORP COM 971K 13K 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 4M 113K 0
SCHWAB STRATEGIC TR US BRD MKT ETF 381K 6K 0
SCHWAB STRATEGIC TR US TIPS ETF 343K 7K 0
SEI INVTS CO COM 213K 3K 0
SELECT SECTOR SPDR TR TECHNOLOGY 976K 4K 0
SELECT SECTOR SPDR TR COMMUNICATION 485K 6K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 450K 3K 0
SELECT SECTOR SPDR TR RL EST SEL SEC 225K 6K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 223K 3K 0
SHELL PLC SPON ADS 426K 6K 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 389K 5K 0
SIMPSON MFG INC COM 556K 3K 0
SKYWORKS SOLUTIONS INC COM 275K 3K 0
SONY GROUP CORP SPONSORED ADR 309K 4K 0
SPDR S&P 500 ETF TR TR UNIT 17M 31K 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1M 3K 0
SPDR SER TR PORTFOLIO SHORT 16M 553K 0
SPDR SER TR PORTFOLIO S&P500 331K 5K 0
SPS COMM INC COM 522K 3K 0
STANLEY BLACK & DECKER INC COM 286K 4K 0
STEVANATO GROUP S P A ORD SHS 188K 10K 0
SUNCOR ENERGY INC NEW COM 275K 7K 0
SYNOPSYS INC COM 2M 3K 0
SYSCO CORP COM 1M 15K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 796K 5K 0
TARGA RES CORP COM 667K 5K 0
TE CONNECTIVITY LTD SHS 735K 5K 0
TEXAS INSTRS INC COM 342K 2K 0
THERMO FISHER SCIENTIFIC INC COM 1M 3K 0
THOR INDS INC COM 225K 2K 0
TJX COS INC NEW COM 787K 7K 0
T-MOBILE US INC COM 884K 5K 0
TOTALENERGIES SE SPONSORED ADS 366K 5K 0
TRANE TECHNOLOGIES PLC SHS 3M 11K 0
UBER TECHNOLOGIES INC COM 2M 21K 0
UFP INDUSTRIES INC COM 697K 6K 0
UNION PAC CORP COM 1M 6K 0
UNITED THERAPEUTICS CORP DEL COM 387K 1K 0
UNITEDHEALTH GROUP INC COM 2M 4K 0
US BANCORP DEL COM NEW 272K 7K 0
VAIL RESORTS INC COM 321K 2K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 1M 16K 0
VANGUARD BD INDEX FDS INTERMED TERM 1M 16K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 49M 1M 0
VANGUARD INDEX FDS TOTAL STK MKT 189M 706K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 137M 275K 0
VANGUARD INDEX FDS VALUE ETF 7M 42K 0
VANGUARD INDEX FDS REAL ESTATE ETF 6M 72K 0
VANGUARD INDEX FDS SM CP VAL ETF 2M 8K 0
VANGUARD INDEX FDS GROWTH ETF 1M 4K 0
VANGUARD INDEX FDS LARGE CAP ETF 667K 3K 0
VANGUARD INDEX FDS MID CAP ETF 397K 2K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 75K 0
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 2M 8K 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 368K 1K 0
VANGUARD STAR FDS VG TL INTL STK F 24M 406K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 43K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 16M 136K 0
VANGUARD WORLD FD MEGA CAP INDEX 2M 9K 0
VANGUARD WORLD FD ESG INTL STK ETF 1M 18K 0
VANGUARD WORLD FD FINANCIALS ETF 631K 6K 0
VANGUARD WORLD FD CONSUM DIS ETF 469K 2K 0
VANGUARD WORLD FD INDUSTRIAL ETF 388K 2K 0
VERISK ANALYTICS INC COM 1M 4K 0
VISA INC COM CL A 4M 13K 0
WALMART INC COM 692K 10K 0
WELLS FARGO CO NEW COM 2M 27K 0
WENDYS CO COM 290K 17K 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 451K 11K 0
WILLIAMS COS INC COM 264K 6K 0
WISDOMTREE TR US QTLY DIV GRT 697K 9K 0
WORKIVA INC COM CL A 250K 3K 0