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HARDY REED, LLC

TUPELO, MS · CRD 141024 · IAPD ↗ · hardyreed.com · 662-823-4722

$2.89BRegulatory AUM
12Advisory reps
18Employees
11Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — HARDY REED, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — HARDY REED, LLC reported RAUM up 26% ($1.87B -> $2.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — HARDY REED, LLC reported RAUM up 29% ($1.45B -> $1.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — HARDY REED, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.