RUSSELLVILLE, ARCRD 36956Latest ADV January 29, 2025
St. Bernard Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Russellville, AR.
Assets Under Management
$130M
Employees
109
Offices
30 offices
Total Clients
841
Primary office
RUSSELLVILLE, AR
1609 WEST MAIN ST, RUSSELLVILLE, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.6% of total clients.
Top client categories% of clientsClients
1
Individuals
98.6%
829
2
HNWI
1.4%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of January 29, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$130M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts841
10Y AUM Change+$60M (+86.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees109
Clients per Employee8:1
10Y Employee Change+21 (+23.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.