CRD: 145088
Hardy & Hardy CO LLC
Lima, OH, 45806
4199988955
$269.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
272 ADV. Clients
18 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2007
- Office Locations
- 1
Office Locations
3605 Shawnee Road Lima OH
About Hardy & Hardy CO LLC
Hardy & Hardy CO LLC is a Lima-based RIA. The firm has been operating for 18 years. Managing $269.4M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$134.7M AVG AUM / ADVISOR
$990.5K AVG AUM / CLIENT
18.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
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Asset Classes
Capital beacon
Investment Themes
Vertex value Horizon
Investment Vehicles
Capital
Services
Delta Wave value Zenith atlas Crest atlas
Owner & Executives
S
SCOTT RICHARD JENSEN
Managing Partner
- CRD
- #3134571
- Ownership
- 50% but less than 75%
(603) 426-6662
matrix.horizon@embercapital.com
in linkedin.com/in/foundation-pioneer
B
BRADLEY OWEN HARDY
Chief Compliance Officer
- CRD
- #2405534
- Ownership
- 25% but less than 50%
(761) 965-9697
pathway.timber@summitcapital.com
in linkedin.com/in/capital-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $269,406,039 | $990,463 |
| Total | $269,406,039 | $990,463 |
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Separately Managed Accounts
Total SMA Asset: $269,406,039
Equity - Exchange:
14.9% Cash:
43.4% Corporate - Investment Grade:
41.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,066,424,818 | 14.9% |
| Cash | $3,106,230,678 | 43.4% |
| Corporate - Investment Grade | $2,984,558,047 | 41.7% |
| Total | $7,157,213,543 | 100.0% |