HARDY REED, LLC
Latest filing: Mar 11, 2025 (127 days ago)
AUM
$2,357,448,960
26% change vs. 1 year ago
40% change vs. 3 years ago
124% change vs. 5 years ago
426% change vs. 10 years ago
Employee Count
19
6% change vs. 1 year ago
36% change vs. 3 years ago
73% change vs. 5 years ago
111% change vs. 10 years ago
Main Office
TUPELO, MS
101 S. FRONT STREET, TUPELO, MS, UNITED STATES, 38804
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.4 |
| Non-Discretionary | $0.0 |
| Total | $2.4 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $1.0 |
| Total | $2.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 168 | $0.1 |
| Average Individual AUM | $461,243 | |
| HNW | 154 | $1.3 |
| Average HNW AUM | $8,394,472 | |
| Retail Total | 322 | $1.4 |
| Average Retail AUM | $4,255,396 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.4 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $1.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 41% | $1.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 55% | $1.3 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $2.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ANITA GIGLIO | TUPELO | MS | S63|1997-10-03|S65|2019-03-23 | ||||||
| J. WEBB | TUPELO | MS | S65|2021-03-30 | ||||||
| KENNETH MATHIS | TUPELO | MS | S63|1981-08-26|S65|2012-05-16 | ||||||
| GEORGE REED | TUPELO | MS | S63|1985-12-16|S65|1999-11-29 | ||||||
| ANTHONY SAVAGE | TUPELO | MS | S65|2023-10-16 | ||||||
| MICHAEL MITCHELL | TUPELO | MS | S65|2023-12-30 | ||||||
| FRANK RILEY | TUPELO | MS | S65|2021-05-21 | ||||||
| MARGARET JUSTUS | TUPELO | MS | S63|2004-03-01|S66|2012-06-15|S65|2014-12-09 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN HARDY | TUPELO | MS | S63|1983-05-05|S65|1999-12-10 | ||||||
| RICHARD HILL | TUPELO | MS | S63|1992-04-07|S66|2006-07-19 | CERTIFIED FINANCIAL PLANNER | |||||
| BRANDY STANFORD | TUPELO | MS | S65|2024-04-26 | ||||||
| KENNETH PARKINSON | TUPELO | MS | S63|1999-01-26|S65|2003-03-27 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.4 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $2.4 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.9 | $0.5 | 26% | 18 | 1 | 6% |
| 2023-04-04 | $1.4 | $0.9 | 63% | 15 | 4 | 27% |
| 2022-04-01 | $1.7 | $0.7 | 40% | 14 | 5 | 36% |
| 2021-04-05 | $1.4 | $0.9 | 66% | 13 | 6 | 46% |
| 2020-04-01 | $1.1 | $1.3 | 124% | 11 | 8 | 73% |
| 2019-04-01 | $1.0 | $1.4 | 144% | 11 | 8 | 73% |
| 2018-04-02 | $0.7 | $1.6 | 227% | 11 | 8 | 73% |
| 2017-04-01 | $0.6 | $1.7 | 267% | 11 | 8 | 73% |
| 2016-04-01 | $0.4 | $1.9 | 434% | 11 | 8 | 73% |
| 2015-04-01 | $0.4 | $1.9 | 426% | 9 | 10 | 111% |
| 2014-04-01 | $0.4 | $2.0 | 494% | 8 | 11 | 138% |
| 2013-04-01 | $0.3 | $2.1 | 759% | 6 | 13 | 217% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MS, AL-03/22/2018, CA-03/09/2007, FL-05/20/2022, GA-12/22/2010, LA-02/26/2010, MS-08/18/2006, NC-08/18/2006, NY-09/30/2023, TN-03/12/2007, TX-03/09/2007 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV