BEARD INVESTMENT SERVICES, INC.
CRD #106249 SEC #801-37961 CANFIELD, OH 330-758-0575
SEC Registered
Total AUM
$859.7M
Discretionary
$0
Employees
5
Clients
10
Accounts
890
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $859.7M | $0 | $859.7M | 5 | 0 |
| Mar 2024 | $455.5M | $0 | $455.5M | 5 | 0 |
| Mar 2023 | $324.7M | $0 | $324.7M | 5 | 0 |
| Oct 2022 | $370M | $0 | $370M | 5 | 0 |
| Mar 2022 | $370M | $0 | $370M | 5 | 0 |
| Jan 2022 | $315.4M | $0 | $315.4M | 5 | 0 |
| Sep 2021 | $315.4M | $0 | $315.4M | 5 | 0 |
| Mar 2021 | $315.4M | $0 | $315.4M | 5 | 0 |
| Jun 2020 | $267.3M | $0 | $267.3M | 5 | 0 |
| Mar 2020 | $267.3M | $0 | $267.3M | 5 | 0 |
| Jun 2019 | $210.3M | $0 | $210.3M | 5 | 0 |
| Mar 2019 | $210.3M | $0 | $210.3M | 5 | 0 |
| Nov 2018 | $218M | $0 | $218M | 5 | 0 |
| Aug 2018 | $218M | $0 | $218M | 5 | 0 |
| Apr 2018 | $218M | $0 | $218M | 5 | 0 |
| Mar 2018 | $218M | $0 | $218M | 5 | 0 |
| Jul 2017 | $196.8M | $0 | $196.8M | 5 | 500 |
| Jun 2017 | $196.8M | $0 | $196.8M | 5 | 500 |
| Mar 2017 | $196.8M | $0 | $196.8M | 5 | 500 |
| Mar 2016 | $189.7M | $0 | $189.7M | 5 | 500 |
| Mar 2015 | $198.9M | $0 | $198.9M | 5 | 600 |
| Mar 2014 | $193.9M | $0 | $193.9M | 5 | 600 |
| Mar 2013 | $166.5M | $0 | $166.5M | 7 | 600 |
| Mar 2012 | $140.3M | $0 | $140.3M | 6 | 600 |
| Mar 2011 | $142.6M | $0 | $142.6M | 10 | -- |
| Mar 2009 | $117.3M | $0 | $117.3M | 10 | -- |
| Mar 2008 | $212.1M | $0 | $212.1M | 10 | -- |
| Mar 2007 | $205.7M | $0 | $205.7M | 10 | -- |
| Mar 2006 | $175.2M | $0 | $175.2M | 10 | -- |
| Sep 2005 | $159.5M | $0 | $159.5M | 5 | -- |
| Mar 2004 | $140.3M | $0 | $140.3M | 5 | -- |
| Mar 2002 | $120.1M | $0 | $120.1M | 5 | -- |
| Oct 2001 | $131.5M | $0 | $131.5M | 5 | -- |
DateMar 2025
Total AUM$859.7M
Discretionary$0
Non-Disc.$859.7M
Employees5
Clients0
DateMar 2024
Total AUM$455.5M
Discretionary$0
Non-Disc.$455.5M
Employees5
Clients0
DateMar 2023
Total AUM$324.7M
Discretionary$0
Non-Disc.$324.7M
Employees5
Clients0
DateOct 2022
Total AUM$370M
Discretionary$0
Non-Disc.$370M
Employees5
Clients0
DateMar 2022
Total AUM$370M
Discretionary$0
Non-Disc.$370M
Employees5
Clients0
DateJan 2022
Total AUM$315.4M
Discretionary$0
Non-Disc.$315.4M
Employees5
Clients0
DateSep 2021
Total AUM$315.4M
Discretionary$0
Non-Disc.$315.4M
Employees5
Clients0
DateMar 2021
Total AUM$315.4M
Discretionary$0
Non-Disc.$315.4M
Employees5
Clients0
DateJun 2020
Total AUM$267.3M
Discretionary$0
Non-Disc.$267.3M
Employees5
Clients0
DateMar 2020
Total AUM$267.3M
Discretionary$0
Non-Disc.$267.3M
Employees5
Clients0
DateJun 2019
Total AUM$210.3M
Discretionary$0
Non-Disc.$210.3M
Employees5
Clients0
DateMar 2019
Total AUM$210.3M
Discretionary$0
Non-Disc.$210.3M
Employees5
Clients0
DateNov 2018
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees5
Clients0
DateAug 2018
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees5
Clients0
DateApr 2018
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees5
Clients0
DateMar 2018
Total AUM$218M
Discretionary$0
Non-Disc.$218M
Employees5
Clients0
DateJul 2017
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients500
DateJun 2017
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients500
DateMar 2017
Total AUM$196.8M
Discretionary$0
Non-Disc.$196.8M
Employees5
Clients500
DateMar 2016
Total AUM$189.7M
Discretionary$0
Non-Disc.$189.7M
Employees5
Clients500
DateMar 2015
Total AUM$198.9M
Discretionary$0
Non-Disc.$198.9M
Employees5
Clients600
DateMar 2014
Total AUM$193.9M
Discretionary$0
Non-Disc.$193.9M
Employees5
Clients600
DateMar 2013
Total AUM$166.5M
Discretionary$0
Non-Disc.$166.5M
Employees7
Clients600
DateMar 2012
Total AUM$140.3M
Discretionary$0
Non-Disc.$140.3M
Employees6
Clients600
DateMar 2011
Total AUM$142.6M
Discretionary$0
Non-Disc.$142.6M
Employees10
Clients--
DateMar 2009
Total AUM$117.3M
Discretionary$0
Non-Disc.$117.3M
Employees10
Clients--
DateMar 2008
Total AUM$212.1M
Discretionary$0
Non-Disc.$212.1M
Employees10
Clients--
DateMar 2007
Total AUM$205.7M
Discretionary$0
Non-Disc.$205.7M
Employees10
Clients--
DateMar 2006
Total AUM$175.2M
Discretionary$0
Non-Disc.$175.2M
Employees10
Clients--
DateSep 2005
Total AUM$159.5M
Discretionary$0
Non-Disc.$159.5M
Employees5
Clients--
DateMar 2004
Total AUM$140.3M
Discretionary$0
Non-Disc.$140.3M
Employees5
Clients--
DateMar 2002
Total AUM$120.1M
Discretionary$0
Non-Disc.$120.1M
Employees5
Clients--
DateOct 2001
Total AUM$131.5M
Discretionary$0
Non-Disc.$131.5M
Employees5
Clients--