PPrivate Fund Data Log in Join · $37/mo

St. Bernard Financial Services, Inc.

● SEC registered since 2018CRD 36956SEC# 801-113763Russellville, AR
Export (members)
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
NameTitleOwnershipSince
Mark Edward CeliOptions PrincipalUnder 5%2019
Robert Jr Keenan ControlCeo, Cco, Trustee Of Robert Keenan TrustUnder 5%1994
Robert Keenan Revocable Trust ControlOwnerOver 75%2012
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently 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

Address1609 West Main St, Russellville, AR 72801
Phone479-967-1200
Fax479-967-9344
Office hours8:30 To 4:30
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary
Non-discretionary$136.2M
Total (RAUM)$136.2M