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| Keyboard |
| Hardy & Hardy Co LLC
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|---|---|
| CRD # | 145088 |
| SEC # | 801-129299 |
| CIK # | |
| AUM | 269.4 M (2026-01-05) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 419-998-8955 |
| Address | 3605 Shawnee Road Lima, OH 45806 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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✚
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CA | 269.9 M |
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269.7 M | |
|
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|
Spectrum Wealth Management LLC
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Wallace Advisory Group LLC
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|
Mader & Shannon Wealth Management Inc
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|
MO | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M | |
|
Peak Financial Advisors LLC
✚
|
CO | 268.8 M |