St. Bernard Financial Services, Inc.
St. Bernard Financial Services, Inc. is an SEC-registered mass-market adviser in Russellville, AR with $136.2M assets under management (AUM, regulatory AUM), +4% over one year. See who owns St. Bernard Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 36956, SEC 801-113763, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $136.2M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Russellville, AR
- Employees
- 117
- Clients
- 798
- CRD
- 36956
- Ownership
- KEENAN, ANNE ADAMS; KEENAN, ROBERT JR; DYER, SHARON JANE; CELI, MARK EDWARD; MILES, JOSEPH ANDREW
How much AUM does St. Bernard Financial Services, Inc. have?
St. Bernard Financial Services, Inc. reported $136.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns St. Bernard Financial Services, Inc.?
Disclosed owners and executives of St. Bernard Financial Services, Inc. include KEENAN, ANNE ADAMS, KEENAN, ROBERT JR, DYER, SHARON JANE, CELI, MARK EDWARD, MILES, JOSEPH ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.