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BARD ASSOCIATES INC
CRD 104984File 801-28820
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$416.2M
Below cohort median (national)
Discretionary AUM
$416.2M
Clients
181
388 accounts
Employees
10
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 6, 1987
- Principal office
- 233 SOUTH WACKER DRIVE, SUITE 4400, CHICAGO, IL, 60606
- Phone
- 312-782-9600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $416.2M
- Discretionary AUM
- $416.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 388
- Non-discretionary accounts
- 0
- Total accounts
- 388
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $364.8M |
| Pooled investment vehicles | 1 | $19.2M |
| Individuals (other than high net worth individuals) | 87 | $32.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 183 | 181 | decreased by2 |
| Apr 1, 2026 | AUM | $384,627,788 | $416,229,875 | increased by$31,602,087 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 181 | 183 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $394,489,492 | $384,627,788 | decreased by$9,861,704 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 177 | 388 | increased by211 |
| Apr 1, 2022 | Clients | 174 | 181 | increased by7 |
| Apr 1, 2022 | AUM | $329,412,536 | $394,489,492 | increased by$65,076,956 |
| Apr 1, 2022 | Accounts | 174 | 177 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BARD ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BARD ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.