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ST. BERNARD FINANCIAL SERVICES, INC.
CRD 36956File 801-113763
APPROVED
Retail clients
Disclosure events
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.2M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $136.2M
Clients
798
798 accounts
Employees
117
Bottom 25% of cohort in AR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 31, 2018
- Principal office
- 1609 WEST MAIN ST, RUSSELLVILLE, AR, 72801
- Phone
- 479-967-1200
- Website
- http://www.banksandbrown.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $136.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 798
- Total accounts
- 798
- AUM per client
- $171K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $35.5M |
| Individuals (other than high net worth individuals) | 786 | $100.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.