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ST. BERNARD FINANCIAL SERVICES, INC.

CRD 36956 · SEC 801-113763

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1609 WEST MAIN ST, RUSSELLVILLE, AR, 72801, United States

Phone

479-967-1200

Fax

479-967-9344

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.2M

Discretionary AUM

$0

Team

117 total employees; 30 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-05

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals786$100.8M
High net worth individuals12$35.5M

States served

VT, AL, AK, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD