Hardy & Hardy Co LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$240,682,600
Clients
243
Advisors
2
of 2 employees
About
Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations and profit‑sharing plans, managing approximately $269 million for its client base. In addition to nondiscretionary portfolio management, the firm offers insurance products and retirement plan administration through an affiliated third‑party administrator.
The firm operates on a non‑discretionary basis, obtaining client approval before placing trades and conducting continuous oversight with formal reviews at least semi‑annually; portfolios are tailored using a risk tolerance evaluation and commonly include mutual funds, ETFs, equities, bonds, CDs, life insurance and annuities. Documented strategies include dollar‑cost averaging, rebalancing and laddering of bonds/CDs, and clients may impose investment restrictions on their accounts.
Hardy & Hardy’s business model is notable for several atypical affiliations: its advisors are dually registered with LPL Financial (a broker/dealer) and act as agents for Ohio National Life Insurance, and the firm operates H & H Retirement Services as an affiliated pension/TPA, creating multiple revenue streams beyond advisory fees. The brochure discloses that the firm receives support and transitional assistance from its clearing broker/custodian, which the firm identifies as a potential conflict of interest when recommending custodial or commission‑based products.
Client services
Expertise
Fee options
$50,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
Separate commission-based compensation earned as registered representatives through LPL Financial Services for securities and insurance products.
Account minimum: $50,000
Main office
3605 Shawnee Road
Lima OH 45806
Advisors at this office
2
Most active in
Ohio
Also doing business as
Hardy & Hardy Co LLC · Hardy, Bradley Owen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Bradley H
Series 63, Series 65
Lima, OH
Hardy & Hardy Co LLC
Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at LPL Financial and The O.N. Equity Sales Company and has been involved with Hardy & Hardy Co LLC since 2007. Hardy also serves as a public notary and is involved in third-party retirement plan administration. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios to client risk tolerance and employing strategies such as dollar-cost averaging and bond/CD laddering, while also offering insurance products and retirement plan administration through an affiliated third-party administrator.
Scott J
Series 63, Series 65
Lima, OH
Hardy & Hardy Co LLC
Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.
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