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| Happy Holidays!! thanks for using AUM13F!! |
| Beard Investment Services Inc
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| CRD # | 106249 |
| SEC # | 801-37961 |
| CIK # | |
| AUM | $859.7 M (2025-03-14) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 330-758-0575 |
| Address | 3701 Boardman Canfield Rd Canfield, OH 44406 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 78.0 |
| (b) Individuals (high net worth individuals) | 117 | 209.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 180 | 568.3 |
| (h) Charitable organizations | 8 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 859.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 890 | 859.7 |
| Total | 890 | 859.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 859.7 | |
| Total | 890 | 859.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Arkansas Financial Group Inc
✚
|
AR | 0.9 |
|
Abacus FCF Advisors LLC
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FL | 0.9 |
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Mitchell Capital Management Co
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MBE Wealth Management LLC
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|
TFB Advisors LLC
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KS | 0.9 |
|
Roehl & YI Investment Advisors LLC
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|
Pacific Sage Partners LLC
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|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
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|
DC | 0.9 |
|
MEOW Advisory LLC
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|
0.9 | |
|
Jackson Wealth Management LLC
✚
|
FL | 0.9 |