Hardy Reed, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 141024
· SEC file 801-66976
· Tupelo, MS
· WWW.HARDYREED.COM
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ADV data as of Apr 06, 2026
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 395
- Avg AUM / client
- $7.3M
- Accounts
- 997
- Employees
- 18
AUM over time
$275M
$2.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Investments (13F portfolio — 243 positions, $1,370,806,804)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | TOTAL STK MKT | $247,203,136 | 770,559 | 18.0% | 8.55% |
| 2 | Vanguard Index Fds | S&P 500 ETF SHS | $165,926,639 | 277,678 | 12.1% | 5.74% |
| 3 | Ishares Tr | CORE MSCI TOTAL | $137,394,682 | 1,585,811 | 10.0% | 4.75% |
| 4 | Jpmorgan Chase & Co | COM | $117,757,543 | 400,318 | 8.59% | 4.07% |
| 5 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $69,858,358 | 1,453,868 | 5.1% | 2.42% |
| 6 | Schwab Strategic Tr | FUNDAMENTAL INTL | $52,196,029 | 1,066,749 | 3.81% | 1.81% |
| 7 | Apple Inc | COM | $34,218,760 | 134,831 | 2.5% | 1.18% |
| 8 | Vanguard Star Fds | VG TL INTL STK F | $29,564,437 | 383,406 | 2.16% | 1.02% |
| 9 | Berkshire Hathaway Inc Del | CL A | $25,853,040 | 36 | 1.89% | 0.89% |
| 10 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $25,775,354 | 325,159 | 1.88% | 0.89% |
| 11 | Dimensional Etf Trust | US CORE EQUITY 1 | $25,274,372 | 350,643 | 1.84% | 0.87% |
| 12 | State Str Spdr S&P 500 Etf T | TR UNIT | $20,455,145 | 31,453 | 1.49% | 0.71% |
| 13 | Vanguard Whitehall Fds | HIGH DIV YLD | $17,420,707 | 117,628 | 1.27% | 0.6% |
| 14 | Spdr Series Trust | STATE STREET SPD | $17,407,884 | 578,912 | 1.27% | 0.6% |
| 15 | Ishares Tr | CORE S&P SCP ETF | $16,455,785 | 132,377 | 1.2% | 0.57% |
| 16 | Ishares Tr | CORE S&P500 ETF | $16,435,035 | 25,160 | 1.2% | 0.57% |
| 17 | Alphabet Inc | CAP STK CL A | $16,342,898 | 56,833 | 1.19% | 0.57% |
| 18 | Ishares Tr | CORE S&P MCP ETF | $12,777,825 | 189,217 | 0.93% | 0.44% |
| 19 | Ishares Tr | RUS 1000 GRW ETF | $11,783,138 | 27,634 | 0.86% | 0.41% |
| 20 | Ishares Tr | CORE MSCI EAFE | $11,383,152 | 125,739 | 0.83% | 0.39% |
| 21 | Microsoft Corp | COM | $10,331,445 | 27,910 | 0.75% | 0.36% |
| 22 | Nvidia Corporation | COM | $9,393,882 | 53,864 | 0.69% | 0.32% |
| 23 | Dimensional Etf Trust | US SMALL CAP ETF | $8,749,382 | 123,006 | 0.64% | 0.3% |
| 24 | Vanguard Index Fds | VALUE ETF | $8,491,733 | 43,281 | 0.62% | 0.29% |
| 25 | Amazon Com Inc | COM | $8,289,771 | 39,803 | 0.6% | 0.29% |
Top 25 of 243 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $61.5M | 2.13% |
| High net worth individuals | 203 | $1.6B | 54.2% |
| Pension and profit sharing plans | 26 | $914M | 31.6% |
| Charitable organizations | 15 | $327M | 11.3% |
| Corporations and other businesses | 3 | $22.2M | 0.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan Doskocil Manufacturing Company, Inc. | 2024 | |
| Badger Sportswear, Llc 401(k) Retirement Savings Plan Badger Sportswear, Llc | 2024 | |
| Phelps Dunbar, Llp Savings And Retirement Plan Phelps Dunbar, Llp | 2024 | |
| L & R Distributors, Inc. 401(k) Profit Sharing Plan And Trust L & R Distributors, Inc. | 2024 | |
| Augusta Sportswear, Inc. Retirement Profit Sharing Plan Augusta Sportswear, Inc. | 2024 | |
| Tarter Gate Company 401(k) Plan Tarter Gate Co., Llc | Dunnville, KY | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Scott Reed | Chief Executive Officer | Aug 2006 (20y) | 50% – 75% | |
| John Cazort Hardy | President | Aug 2006 (20y) | 50% – 75% | |
| Hedges, Madeline, Elaine | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Mitchell, Michael, Black | Chief Operating Officer | Jan 2024 (3y) | Less than 5% | |
| Richard Lee Hill | Registered representative | CFP | Aug 2006 (20y) | |
| Margaret Wilson Justus | Registered representative | CFP | Nov 2014 (12y) | |
| Kenneth Wayne Parkinson | Registered representative | May 2018 (8y) | ||
| Anita Marie Giglio | Registered representative | Mar 2019 (7y) | ||
| Frank A. Riley | Registered representative | May 2021 (5y) | ||
| Anthony Savage | Registered representative | Oct 2023 (3y) | ||
| Brandy Kristin Stanford | Registered representative | Apr 2024 (2y) | ||
| Steven Paul Keen Hyland | Registered representative | Aug 2024 (2y) | ||
| Yale Percy Murphy | Registered representative | Apr 2025 (1y) | ||
| Gary Michael Wilson | Registered representative | CFA | Aug 2025 (1y) | |
| Grantham Lee Hill | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan | Doskocil Manufacturing Company, Inc. | 774 | $42.0M | 01/01/2024 |
| Badger Sportswear, Llc 401(k) Retirement Savings Plan | Badger Sportswear, Llc | 235 | $19.4M | 01/01/2024 |
| Phelps Dunbar, Llp Savings And Retirement Plan | Phelps Dunbar, Llp | 727 | $295M | 01/01/2024 |
| L & R Distributors, Inc. 401(k) Profit Sharing Plan And Trust | L & R Distributors, Inc. | 1,147 | $18.1M | 01/01/2024 |
| Augusta Sportswear, Inc. Retirement Profit Sharing Plan | Augusta Sportswear, Inc. | 365 | $22.2M | 01/01/2024 |
| Tarter Gate Company 401(k) Plan | Tarter Gate Co., Llc | 779 | $10.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $1.9B (65% of AUM) Apr 2026
- Adp Broker Dealer, Inc. $319M (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗