Data / Investment advisers / Arkansas / St. Bernard Financial Services, Inc.
St. Bernard Financial Services, Inc., Russellville, AR: $136 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
St. Bernard Financial Services, Inc. is an SEC registered investment adviser with its main office in Russellville, Arkansas and reports $136 million in regulatory assets under management in its Form ADV filed May 5, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch St. Bernard Financial Services, Inc. (CRD number 36956): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 36956
- SEC file number
- 801-113763
- SEC status
- Approved, effective July 31, 2018
- Main office
- 1609 West Main St, Russellville, AR 72801
- Phone
- (479) 967-1200
- Website
- turnerfinancial.net
- Regulatory AUM
- $136,237,104 in the Form ADV filed May 5, 2026
- Non discretionary AUM
- $136,237,104
- Accounts
- 798
- Employees
- 117, of which 30 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 30
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- May 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 786 | $100.8 million |
| High net worth individuals | 12 | $35.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $136.2 million | May 5, 2026 |
| December 1, 2025 | $130.5 million | January 29, 2025 |
Other advisers in Arkansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Corkern & Co., Inc. | Little Rock | $161.9 million | Not listed | adviserinfo.sec.gov |
| Financial Legacy Management, NC. | Little Rock | $153.1 million | Not listed | adviserinfo.sec.gov |
| Thrasher & Chambers Wealth Management, LLC | Bentonville | $151 million | Not listed | adviserinfo.sec.gov |
| Rivertree Wealth | Little Rock | $143.1 million | Not listed | adviserinfo.sec.gov |
| October Wealth Advisors, Inc | Fort Smith | $141.6 million | Not listed | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | $134.5 million | Not listed | adviserinfo.sec.gov |
| The Sherry Group, Inc. | Mountain Home | $130.3 million | Not listed | adviserinfo.sec.gov |
| Willow | Rogers | $127.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arkansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- St. Bernard Financial Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.