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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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
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%
Ridge unison
Summit optima
- CRD
- #67627
- Ownership
- 39.8%
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
Radial glacier
Pathway glacier element
- CRD
- #99658
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
Total SMA Asset: $2,890,705,950
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $448,027,728 | 34.4% |
| Equity - Exchange | $497,519,163 | 38.2% |
| Cash | $230,525,895 | 17.7% |
| Municipal Bonds | $126,333,401 | 9.7% |
| Total | $1,302,406,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER PIONEER SIGNAL | OPTIMA VITAL | SM613TV6U | HVB | 6.67% | $115,785,682 |
| PRIME INSIGHT | VALUE MERIDIAN | QKR4IEYL1 | ULQGD | 6.90% | $54,872,717 |
| OPTIMA EAGLE CATALYST | PATHWAY GLACIER | Q6MSOB9OM | MWDGO | 4.39% | $92,277,447 |
| CAPITAL DELTA PRIME | VITAL MERIDIAN | PJV628X04 | HRJKZ | 12.26% | $59,707,615 |
| INSIGHT NORTH | ZENITH OAK | 475ZESWE1 | VIX | 10.84% | $61,430,882 |
| VITAL WAVE ALPHA | VERTEX OPTIMA | HJYMHSOWF | MKX | 5.53% | $70,907,183 |
| VITAL RADIAL | SUMMIT OPTIMA | KJBEHZKX9 | LKJNK | 12.58% | $22,610,459 |
| HORIZON OAK OAK | VITAL RADIAL | A5ASO75VZ | HIAPK | 5.08% | $2,971,663 |