ST. BERNARD FINANCIAL SERVICES, INC.
CRD #36956 SEC #801-113763 RUSSELLVILLE, AR 479-967-1200
SEC Registered Broker-Dealer Disclosures
Total AUM
$130.5M
Discretionary
$0
Employees
109
Clients
0
Accounts
841
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $130.5M | $0 | $130.5M | 109 | 0 |
| May 2024 | $128.7M | $0 | $128.7M | 111 | 0 |
| Jun 2023 | $104.5M | $0 | $104.5M | 117 | 0 |
| Jun 2023 | $104.5M | $0 | $104.5M | 117 | 0 |
| Feb 2023 | $104.5M | $0 | $104.5M | 117 | 0 |
| Feb 2023 | $104.5M | $0 | $104.5M | 117 | 0 |
| Oct 2022 | $133M | $0 | $133M | 135 | 0 |
| Feb 2022 | $133M | $0 | $133M | 135 | 0 |
| Sep 2021 | $121.1M | $0 | $121.1M | 135 | 0 |
| Aug 2021 | $101M | $0 | $101M | 114 | 0 |
| Aug 2021 | $101M | $0 | $101M | 114 | 0 |
| Apr 2021 | $101M | $0 | $101M | 114 | 0 |
| Jan 2021 | $101M | $0 | $101M | 114 | 0 |
| Jan 2021 | $101M | $0 | $101M | 114 | 0 |
| Aug 2020 | $70.1M | $0 | $70.1M | 105 | 0 |
| Jun 2020 | $70.1M | $0 | $70.1M | 105 | 0 |
| Apr 2020 | $70.1M | $0 | $70.1M | 105 | 0 |
| Jan 2020 | $70.1M | $0 | $70.1M | 105 | 0 |
| Aug 2019 | $61.4M | $0 | $61.4M | 47 | 0 |
| Jul 2019 | $61.4M | $0 | $61.4M | 47 | 0 |
| Jul 2019 | $61.4M | $0 | $61.4M | 47 | 0 |
| May 2019 | $61.4M | $0 | $61.4M | 47 | 0 |
| Apr 2019 | $61.4M | $0 | $61.4M | 94 | 0 |
| Apr 2019 | $61.4M | $0 | $61.4M | 94 | 0 |
| Apr 2019 | $61.4M | $0 | $61.4M | 94 | 0 |
| Feb 2019 | $61.4M | $0 | $61.4M | 94 | 0 |
| Feb 2019 | $61.4M | $0 | $61.4M | 94 | 0 |
| Jan 2019 | $61.4M | $0 | $61.4M | 94 | 0 |
| Nov 2018 | $61.4M | $0 | $61.4M | 88 | 0 |
| Aug 2018 | $61.4M | $0 | $61.4M | 88 | 0 |
| Jun 2018 | $70M | $0 | $70M | 88 | 426 |
| Sep 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Aug 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Jun 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Apr 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Mar 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Jan 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Jan 2015 | $68.6M | $68.6M | $0 | 46 | 325 |
| Nov 2014 | $68.6M | $68.6M | $0 | 46 | 325 |
| Nov 2014 | $68.6M | $68.6M | $0 | 46 | 325 |
| Aug 2014 | $68.6M | $0 | $68.6M | 46 | 325 |
| Aug 2014 | $168.6M | $0 | $168.6M | 46 | 525 |
| Jan 2014 | $140.7M | $0 | $140.7M | 12 | 1,900 |
| Nov 2013 | $112.4M | $0 | $112.4M | 6 | 1,900 |
| Feb 2013 | $112.4M | $0 | $112.4M | 6 | 1,900 |
| Oct 2012 | $115.3M | $0 | $115.3M | 6 | 1,900 |
| Mar 2012 | $115.3M | $0 | $115.3M | 6 | 1,900 |
| Jan 2012 | $101.1M | $0 | $101.1M | 6 | 1,900 |
| Aug 2011 | $101.1M | $0 | $101.1M | 10 | -- |
| Jun 2011 | $101.1M | $0 | $101.1M | 10 | -- |
| Jun 2011 | $101.1M | $0 | $101.1M | 10 | -- |
| Mar 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Mar 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Jan 2008 | $51.3M | $0 | $51.3M | 5 | -- |
| Jan 2008 | $53.8M | $0 | $53.8M | 5 | -- |
| May 2007 | $53.8M | $0 | $53.8M | 5 | -- |
| Jan 2007 | $53.8M | $0 | $53.8M | 5 | -- |
| Jan 2006 | $43.7M | $0 | $43.7M | 5 | -- |
| Jun 2005 | $25.1M | $0 | $25.1M | 5 | -- |
| Aug 2004 | $28.5M | $0 | $28.5M | -- | -- |
| Aug 2001 | $28.5M | $0 | $28.5M | -- | -- |
DateJan 2025
Total AUM$130.5M
Discretionary$0
Non-Disc.$130.5M
Employees109
Clients0
DateMay 2024
Total AUM$128.7M
Discretionary$0
Non-Disc.$128.7M
Employees111
Clients0
DateJun 2023
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees117
Clients0
DateJun 2023
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees117
Clients0
DateFeb 2023
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees117
Clients0
DateFeb 2023
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees117
Clients0
DateOct 2022
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees135
Clients0
DateFeb 2022
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees135
Clients0
DateSep 2021
Total AUM$121.1M
Discretionary$0
Non-Disc.$121.1M
Employees135
Clients0
DateAug 2021
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees114
Clients0
DateAug 2021
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees114
Clients0
DateApr 2021
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees114
Clients0
DateJan 2021
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees114
Clients0
DateJan 2021
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees114
Clients0
DateAug 2020
Total AUM$70.1M
Discretionary$0
Non-Disc.$70.1M
Employees105
Clients0
DateJun 2020
Total AUM$70.1M
Discretionary$0
Non-Disc.$70.1M
Employees105
Clients0
DateApr 2020
Total AUM$70.1M
Discretionary$0
Non-Disc.$70.1M
Employees105
Clients0
DateJan 2020
Total AUM$70.1M
Discretionary$0
Non-Disc.$70.1M
Employees105
Clients0
DateAug 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees47
Clients0
DateJul 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees47
Clients0
DateJul 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees47
Clients0
DateMay 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees47
Clients0
DateApr 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees94
Clients0
DateApr 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees94
Clients0
DateApr 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees94
Clients0
DateFeb 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees94
Clients0
DateFeb 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees94
Clients0
DateJan 2019
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees94
Clients0
DateNov 2018
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees88
Clients0
DateAug 2018
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees88
Clients0
DateJun 2018
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees88
Clients426
DateSep 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateAug 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateJun 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateApr 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateMar 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateJan 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateJan 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateNov 2014
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateNov 2014
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees46
Clients325
DateAug 2014
Total AUM$68.6M
Discretionary$0
Non-Disc.$68.6M
Employees46
Clients325
DateAug 2014
Total AUM$168.6M
Discretionary$0
Non-Disc.$168.6M
Employees46
Clients525
DateJan 2014
Total AUM$140.7M
Discretionary$0
Non-Disc.$140.7M
Employees12
Clients1,900
DateNov 2013
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees6
Clients1,900
DateFeb 2013
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees6
Clients1,900
DateOct 2012
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees6
Clients1,900
DateMar 2012
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees6
Clients1,900
DateJan 2012
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees6
Clients1,900
DateAug 2011
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees10
Clients--
DateJun 2011
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees10
Clients--
DateJun 2011
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees10
Clients--
DateMar 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateMar 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateJan 2008
Total AUM$51.3M
Discretionary$0
Non-Disc.$51.3M
Employees5
Clients--
DateJan 2008
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees5
Clients--
DateMay 2007
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees5
Clients--
DateJan 2007
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees5
Clients--
DateJan 2006
Total AUM$43.7M
Discretionary$0
Non-Disc.$43.7M
Employees5
Clients--
DateJun 2005
Total AUM$25.1M
Discretionary$0
Non-Disc.$25.1M
Employees5
Clients--
DateAug 2004
Total AUM$28.5M
Discretionary$0
Non-Disc.$28.5M
Employees--
Clients--
DateAug 2001
Total AUM$28.5M
Discretionary$0
Non-Disc.$28.5M
Employees--
Clients--