Investment adviser · CRD 36956
ST. BERNARD FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
RUSSELLVILLE, AR, United States · Form ADV filed May 5, 2026
- Regulatory AUM
- $136M Form ADV · Item 5.F
- Client accounts
- 798 Accounts, not individual clients
- Employees
- 117 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 786 | $100,782,104 | 74.0% |
| High-net-worth individuals | 12 | $35,455,000 | 26.0% |
Filing source
Form ADV 2050969 · May 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 5, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1609 WEST MAIN STRUSSELLVILLE, AR, 72801, United States
CRD 36956
Filing source
Form ADV 2050969 · May 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.