Hardy Reed, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tupelo, MS. Its latest Form ADV filing, dated April 6, 2026, reports $2.9B in regulatory assets under management, 18 employees, 2 offices, and 997 accounts.
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
203
2
Individuals
37.5%
148
3
Pension Plans
6.6%
26
4
Charitable
3.8%
15
5
Corporations
0.8%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of April 6, 2026
Discretionary99.8%
$2.9B
100% of total RAUM99.8%
Non-discretionary0.2%
$6M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts997
10Y AUM Change+$2.2B (+350.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee22:1
10Y Employee Change+7 (+63.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.