| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Alan Walker Control | Chief Compliance Officer | 25-50% | 2013 |
| James Rafoth Control | President | 25-50% | 2013 |
| Robert L Smallwood Control | Treasurer | 25-50% | 2013 |
Beard Investment Services, Inc. reports $859.7 million in regulatory assets under management on its Form ADV.
Beard Investment Services, Inc. reports 5 employees.
Beard Investment Services, Inc. is based in Canfield, OH and has been SEC-registered since 1991.
Beard Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3701 Boardman - Canfield Rd., Suite 1, Canfield, OH 44406 |
| Phone | 330-758-0575 |
| Fax | 330-758-8375 |
| Office hours | 8:15a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $859.7M |
| Total (RAUM) | $859.7M |