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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 ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/5/2026) [Brochure] |
|---|
Item 5. There is no additional compensation for providing advisory service. Scott R. Jensen will receive transitional assistance as mentioned in Item 14. |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/5/2026) [Brochure] |
|---|
Item 7. The supervised person has not been involved in an award being found liable for fraud, false statement, omission, theft, embezzlement, bribery, forgery, counterfeiting, extortion or dishonest, unfair or unethical practices. The supervised person has not filed for bankruptcy. |
| AUM Breakdown | Accounts | AUM ($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) | |
|---|---|
| Serves | Institutional, Retail |
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