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| St Bernard Financial Services Inc
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|
|---|---|
| CRD # | 36956 |
| SEC # | 801-113763 |
| CIK # | |
| AUM | $136.2 M (2026-05-05) |
| Employees | 117 (26% Investors, 97% Brokers) |
| Phone | 479-967-1200 |
| Address | 1609 West Main St Russellville, AR 72801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 786 | 100.8 |
| (b) Individuals (high net worth individuals) | 12 | 35.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 798 | 136.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 798 | 136.2 |
| Total | 798 | 136.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.2 | |
| Total | 798 | 136.2 |
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|---|---|---|
|
Ruggiero Investments Inc
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|
FL | 0.1 |
|
21 West Wealth Management LLC
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CA | 0.1 |
|
Harger and Company Inc
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LA | 0.1 |
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Wealthkarecom Inc
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ELE Advisory Services Inc
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|
Henderson Financial Group LLC
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|
Cassilly Financial Group LLC
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|
MD | 0.1 |
|
REVO Financial LLC
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OK | 0.1 |
|
Brighter Financial Capital Management LLC
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VA | 0.1 |
|
Brandywine Financial Group Inc
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|
0.1 |