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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEARD, BRUCE, JAMES | I | PRESIDENT,CEO, CCO, CFO, COO | E | Control |
| BEARD, BRUCE, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BEARD, BRUCE, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BEARD, BRUCE, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BEARD, BRUCE, JAMES | I | PRESIDENT,CEO, CCO, CFO, COO | E | Control |
| BEARD, BRUCE, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BEARD, BRUCE, JAMES | I | PRESIDENT | E | Control |
| BEARD, BRUCE, JAMES | I | PRESIDENT | E | Control |
| BEARD, BRUCE, JAMES | I | PRESIDENT | E | Control |
| BEARD, BRUCE, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| BERLIN, WILLIAM, BRIAN | I | SECRETARY | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | CCO | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| RAFOTH, JAMES | I | PRESIDENT | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| SMALLWOOD, ROBERT, L | I | TREASURER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | VICE PRESIDENT | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, BRADLEY, ALAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (12)
CA FL GA IL MD MI NC OH PA SC TX VA
Address
3701 BOARDMAN - CANFIELD RD.SUITE 1
CANFIELD, OH 44406
United States
Phone: 330-758-0575