Hardy & Hardy Co LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lima, OH. Its latest Form ADV filing, dated January 5, 2026, reports $269M in regulatory assets under management, 2 employees, and 272 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
154
2
Individuals
32.7%
89
3
Pension Plans
10.7%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of January 5, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$269M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$269M
Total Accounts272
10Y AUM Change+$86M (+46.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee136:1
10Y Employee Change-1 (-33.3%)
* 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.