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- Custodian
- ADP · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2006
- Office Locations
- 3
Office Locations
About Hardy Reed, LLC
Hardy Reed, LLC is a Mississippi-registered RIA providing holistic wealth management and investment advisory services to high-net-worth individuals and families, personal trusts, foundations, and retirement plans (ERISA DB/DC and 403(b)). The firm emphasizes risk-managed, long-term planning, tax and estate considerations, and charitable giving. Hardy Reed is CEFEX-certified for its investment advisory process—an independently assessed fiduciary standard renewed annually.
Reported data analysis
What the numbers show
Between March 11, 2025 and April 6, 2026, reported AUM increased 22.6%, from $2.4B to $2.9B.
Across 5 reported observations, AUM increased 72.1% between May 20, 2022 and April 6, 2026, from $1.7B to $2.9B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 12 advisory representatives and 406 clients, or 33.8 clients per representative. That equates to $7.1M in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Hardy Reed, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CAZORT HARDY
President, Principal
- CRD
- #1063495
- Ownership
- 50% but less than 75%
GEORGE SCOTT REED
Chief Executive Officer
- CRD
- #1427225
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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ANITA MARIE GIGLIO
Chief Operating Officer
- CRD
- #2078497
Grantham Lee Hill
Financial Advisor
- CRD
- #8209843
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,885,081,020 | $2,934,976 |
| Non-Discretionary | $5,624,930 | $401,781 |
| Total | $2,890,705,950 | $2,899,404 |
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Separately Managed Accounts
SMA allocation detail is available
Hardy Reed, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Hardy Reed, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.