HARDY & HARDY CO LLC

Overview

Hardy & Hardy Co LLC is a fee-based advisory firm organized as a limited liability company and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. Its published fee model is a percentage of assets under management. Investment activity shows a distinct preference for public equities. The firm reports a strong equity orientation across client accounts rather than a balanced multi-asset allocation, and it does not identify as an active ESG investor. Hardy & Hardy Co LLC is not positioned as a capital allocator or a multi-state adviser, and its business activities include ties to insurance and pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices