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| Hardy Reed LLC
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|---|---|
| CRD # | 141024 |
| SEC # | 801-66976 |
| CIK # | 0001761871 |
| AUM | 2,890.7 M (2026-04-06) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 662-823-4722 |
| Address | 101 S Front Street Tupelo, MS 38804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 117.8 | ||
| Apple Inc | 34.2 | ||
| Alphabet Inc | 16.3 | ||
| Microsoft Corp | 10.3 | ||
| Nvidia Corp | 9.4 | ||
| Amazon Com Inc | 8.3 | ||
| Huntington Bancshares Inc/MD | 8.1 | ||
| Alphabet Inc | 7.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 0.1 |
| (b) Individuals (high net worth individuals) | 203 | 1.6 |
| (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 | 26 | 0.9 |
| (h) Charitable organizations | 15 | 0.3 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 997 | 2.9 |
| By Discretionary | ||
| Discretionary | 983 | 2.9 |
| Non-Discretionary | 14 | 0.0 |
| Total | 997 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 997 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001761871] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 11 |
| Serves | Institutional, Retail |
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