St. Bernard Financial Services, Inc.
● SEC registered since 2018CRD 36956SEC# 801-113763Russellville, AR
Reg. AUM
$136.2M
Employees
117
Accounts
798
Location
Russellville, AR
St. Bernard Financial Services, Inc. assets under management
St. Bernard Financial Services, Inc. is an SEC-registered investment adviser based in Russellville, AR. The firm has been registered since 2018. It reports $136.2 million in regulatory assets under management and employs 117 people.
St. Bernard Financial Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Edward Celi | Options Principal | Under 5% | 2019 |
| Robert Jr Keenan Control | Ceo, Cco, Trustee Of Robert Keenan Trust | Under 5% | 1994 |
| Robert Keenan Revocable Trust Control | Owner | Over 75% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does St. Bernard Financial Services, Inc. manage?
St. Bernard Financial Services, Inc. reports $136.2 million in regulatory assets under management on its Form ADV.
How many employees does St. Bernard Financial Services, Inc. have?
St. Bernard Financial Services, Inc. reports 117 employees.
Where is St. Bernard Financial Services, Inc. located?
St. Bernard Financial Services, Inc. is based in Russellville, AR and has been SEC-registered since 2018.
Does St. Bernard Financial Services, Inc. disclose fund performance?
St. Bernard Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1609 West Main St, Russellville, AR 72801 |
| Phone | 479-967-1200 |
| Fax | 479-967-9344 |
| Office hours | 8:30 To 4:30 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$136.2M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$136.2Mregulatory AUM
Discretionary $0Non-discretionary $136.2M