Hardy & Hardy Co LLC

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Hardy & Hardy Co LLC
CRD #145088
SEC #801-129299
CIK #
AUM 269.4 M (2026-01-05)
Employees 2 (100% Investors, 100% Brokers)
Fees
Minimum
Phone419-998-8955
Address3605 Shawnee Road
Lima, OH 45806
Source [IAPD]
Total AUM ($M)
3002401801206002010201520212027
Fees and Compensation — Form ADV Part 2A (1/5/2026) [Brochure]
Item 5.

There is no additional compensation for providing advisory service. Scott R. Jensen will

receive transitional assistance as mentioned in Item 14.
Account Minimums and Types of Clients — Form ADV Part 2A (1/5/2026) [Brochure]
Item 7.

The supervised person has not been involved in an award being found liable for fraud, false statement, omission, theft,
embezzlement, bribery, forgery, counterfeiting, extortion or dishonest, unfair or unethical practices. The supervised
person has not filed for bankruptcy.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 89 88.2
(b) Individuals (high net worth individuals) 154 152.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 29 28.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 272 269.4
By Discretionary
Discretionary 0 0.0
Non-Discretionary 272 269.4
Total 272 269.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 269.4
Total 272 269.4
Firm Profile (Form ADV)
ServesInstitutional, Retail
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