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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HARDY REED, LLC

CRD 141024

TUPELO, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:349e33ba-d54a-dc76-2436-61da22250b4f

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Feb 24, 2012 to Sep 4, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.56 fund_share=0.0 institutional_share=0.43 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 56%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $222Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 12
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 997
Individual clients: 148
High net worth clients: 203
Custody, client assets: $877M
SEC number: 801-66976
CIK: 1761871
CRD: 141024
Filings on the tape: 30
First filed: Feb 24, 2012
Latest filed: Sep 4, 2026
Organised: Limited Liability Company, MS
Website: hardyreed.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE SCOTT REED	n/a	TUPELO, MS	20	40	1	no
RICHARD LEE HILL	Certified Financial Planner	TUPELO, MS	20	34	1	no
JOHN CAZORT HARDY	n/a	Oxford, MS	19	43	1	no
MARGARET WILSON JUSTUS	Certified Financial Planner	Oxford, MS	11	22	1	no
KENNETH WAYNE PARKINSON	n/a	Oxford, MS	8	27	1	no
ANITA MARIE GIGLIO	n/a	Tupelo, MS	7	28	n/a	no
Frank A. Riley	n/a	TUPELO, MS	5	16	n/a	no
Anthony Savage	n/a	TUPELO, MS	2	10	n/a	no
Brandy Kristin Stanford	n/a	TUPELO, MS	2	14	n/a	no
Steven Paul Keen Hyland	n/a	TUPELO, MS	2	12	n/a	no
Yale Percy Murphy	n/a	Madison, MS	1	11	n/a	no
Gary Michael Wilson	Chartered Financial Analyst	Oxford, MS	1	24	1	no
Grantham Lee Hill	n/a	TUPELO, MS	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARDY, JOHN, CAZORT	President	D	yes	08/2006	Sep 4, 2026	Sep 4, 2026
REED, GEORGE, SCOTT	CHIEF EXECUTIVE OFFICER	D	yes	08/2006	Sep 4, 2026	Sep 4, 2026
Mitchell, Michael, Black	CHIEF OPERATING OFFICER	Na	yes	01/2024	Mar 21, 2024	Apr 19, 2024
BRODNICK, SUSAN, M	CHIEF COMPLIANCE OFFICER	Na	no	08/2026	Sep 4, 2026	Sep 4, 2026
HEDGES, MADELINE, ELAINE	CHIEF COMPLIANCE OFFICER	Na	no	03/2021	Mar 24, 2021	Apr 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Oxford	Ms	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026	$2.9B	$2.9B	18	12	2	n/a	n/a
2024	Mar 11, 2025	$2.4B	$2.4B	19	13	1	n/a	n/a
2023	Mar 21, 2024	$1.9B	$1.9B	18	11	1	n/a	n/a
2022	Mar 30, 2023	$1.4B	$1.3B	15	10	1	n/a	n/a
2021	Mar 22, 2022	$1.7B	$1.5B	14	10	1	n/a	n/a
2020	Mar 24, 2021	$1.4B	$1.3B	13	6	1	n/a	n/a
2019	Mar 25, 2020	$1.1B	$945M	11	6	1	n/a	n/a
2018	Mar 15, 2019	$967M	$967M	11	6	1	n/a	n/a
2017	Mar 22, 2018	$721M	$721M	11	6	1	n/a	n/a
2016	Mar 30, 2017	$642M	$642M	11	7	n/a	n/a	n/a
2015	Mar 30, 2016	$441M	$438M	11	8	n/a	n/a	n/a
2014	Mar 19, 2015	$448M	$445M	9	7	n/a	n/a	n/a
2013	Mar 31, 2014	$397M	$393M	8	6	n/a	n/a	n/a
2012	Apr 1, 2013	$300M	$297M	7	5	n/a	n/a	n/a
2011	Feb 24, 2012	$275M	$272M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.9B	$2.4B	22.6%	$1.4B	25.9%	18	19	2	1

Relationships

Registered with (16)

← Grantham Lee HillAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Gary Michael WilsonAdvisorregistration: current employment
Aug 4, 2025 to presentfactForm ADV
← Yale Percy MurphyAdvisorregistration: current employment
Apr 8, 2025 to presentfactForm ADV
← Steven Paul Keen HylandAdvisorregistration: current employment
Aug 30, 2024 to presentfactForm ADV
← Brandy Kristin StanfordAdvisorregistration: current employment
Apr 26, 2024 to presentfactForm ADV
← Anthony SavageAdvisorregistration: current employment
Oct 16, 2023 to presentfactForm ADV
← Frank A. RileyAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV
← ANITA MARIE GIGLIOAdvisorregistration: current employment
Mar 23, 2019 to presentfactForm ADV
← KENNETH WAYNE PARKINSONAdvisorregistration: current employment
May 29, 2018 to presentfactForm ADV
← MARGARET WILSON JUSTUSAdvisorregistration: current employment
Nov 20, 2014 to presentfactForm ADV
← JOHN CAZORT HARDYAdvisorregistration: current employment
Mar 26, 2007 to presentfactForm ADV
← GEORGE SCOTT REEDAdvisorregistration: current employment
Aug 25, 2006 to presentfactForm ADV
← RICHARD LEE HILLAdvisorregistration: current employment
Aug 25, 2006 to presentfactForm ADV
← James Wesley WebbAdvisorregistration: previous registration
Mar 30, 2021 to May 19, 2025factForm ADV
← DON L. FRUGEAdvisorregistration: previous registration
Oct 23, 2007 to Feb 2, 2009factForm ADV
← DON L. FRUGEAdvisorregistration: previous registration
Oct 23, 2007 to Feb 2, 2009factForm ADV

Controls (3)

← HARDY, JOHN, CAZORTOwnerPRESIDENT, ownership code D, individual
Feb 24, 2012 to Apr 19, 2024factForm ADV
← REED, GEORGE, SCOTTOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Feb 24, 2012 to Apr 19, 2024factForm ADV
← Mitchell, Michael, BlackOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 21, 2024 to Apr 19, 2024factForm ADV

Owns (1)

← HEDGES, MADELINE, ELAINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 24, 2021 to Apr 19, 2024factForm ADV

Dated events

Occurred
May 19, 2025
Advisor changed firm
James Wesley Webb left Hardy Reed, Llc for Ubs Financial Services Inc. (registered 2025-07-31)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2025
Regulatory AUM changed
Hardy Reed, Llc reported RAUM $2.4B, up 26% from $1.9B (2024-04-19 to 2025-03-11)
Form ADVobserved 5 days ago
$492M
Occurred
Mar 21, 2024
Regulatory AUM changed
Hardy Reed, Llc reported RAUM $1.9B, up 29% from $1.4B (2023-10-16 to 2024-03-21)
Form ADVobserved 5 days ago
$416M
Occurred
Mar 21, 2024
Control person joined
Black Michael Mitchell (Chief Operating Officer) appeared on Schedule A of Hardy Reed, Llc
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Control person left
Louis Kenneth Mathis (Chief Operating Officer) no longer on Schedule A of Hardy Reed, Llc (listed 2023-10-16, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2021
Regulatory AUM changed
Hardy Reed, Llc reported RAUM $1.4B, up 35% from $1.1B (2020-06-24 to 2021-03-24)
Form ADVobserved 5 days ago
$372M
Occurred
Mar 15, 2019
Regulatory AUM changed
Hardy Reed, Llc reported RAUM $966.6M, up 34% from $721.0M (2018-10-05 to 2019-03-15)
Form ADVobserved 5 days ago
$246M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:349e33ba-d54a-dc76-2436-61da22250b4f
First observed: Feb 24, 2012
Last observed: Sep 4, 2026 16 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HARDY REED, LLC

CRD 141024

TUPELO, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:349e33ba-d54a-dc76-2436-61da22250b4f

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE SCOTT REED

n/a

TUPELO, MS

RICHARD LEE HILL

Certified Financial Planner

TUPELO, MS

JOHN CAZORT HARDY

n/a

Oxford, MS

MARGARET WILSON JUSTUS

Certified Financial Planner

Oxford, MS

KENNETH WAYNE PARKINSON

n/a

Oxford, MS

ANITA MARIE GIGLIO

n/a

Tupelo, MS

n/a

Frank A. Riley

n/a

TUPELO, MS

n/a

Anthony Savage

n/a

TUPELO, MS

n/a

Brandy Kristin Stanford

n/a

TUPELO, MS

n/a

Steven Paul Keen Hyland

n/a

TUPELO, MS

n/a

Yale Percy Murphy

n/a

Madison, MS

n/a

Gary Michael Wilson

Chartered Financial Analyst

Oxford, MS

Grantham Lee Hill

n/a

TUPELO, MS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARDY, JOHN, CAZORT

President

yes

08/2006

Sep 4, 2026

REED, GEORGE, SCOTT

CHIEF EXECUTIVE OFFICER

yes

08/2006

Sep 4, 2026

Mitchell, Michael, Black

CHIEF OPERATING OFFICER

yes

01/2024

Mar 21, 2024

Apr 19, 2024

BRODNICK, SUSAN, M

CHIEF COMPLIANCE OFFICER

08/2026

Sep 4, 2026

HEDGES, MADELINE, ELAINE

CHIEF COMPLIANCE OFFICER

03/2021

Mar 24, 2021

Apr 19, 2024

City

State

Country

Employees

Also broker-dealer

Oxford

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 6, 2026

$2.9B

n/a

2024

Mar 11, 2025

$2.4B

n/a

2023

Mar 21, 2024

$1.9B

n/a

2022

Mar 30, 2023

$1.4B

$1.3B

n/a

2021

Mar 22, 2022

$1.7B

$1.5B

n/a

2020

Mar 24, 2021

$1.4B

$1.3B

n/a

2019

Mar 25, 2020

$1.1B

$945M

n/a

2018

Mar 15, 2019

$967M

n/a

2017

Mar 22, 2018

$721M

n/a

2016

Mar 30, 2017

$642M

n/a

2015

Mar 30, 2016

$441M

$438M

n/a

2014

Mar 19, 2015

$448M

$445M

n/a

2013

Mar 31, 2014

$397M

$393M

n/a

2012

Apr 1, 2013

$300M

$297M

n/a

2011

Feb 24, 2012

$275M

$272M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.9B

$2.4B

22.6%

$1.4B

25.9%