{
  "crd_number": 307770,
  "slug": "st-bernard-asset-management-inc-russellville-ar-307770",
  "primary_business_name": "ST BERNARD ASSET MANAGEMENT, INC.",
  "legal_name": "ST BERNARD ASSET MANAGEMENT, INC.",
  "dbas": [],
  "city": "Russellville",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "40780",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-30",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 27388000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 27388000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20607900.0,
      "count": 66
    },
    "high_net_worth_individuals": {
      "raum": 6780100.0,
      "count": 3
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "FL",
    "GA",
    "TX"
  ],
  "websites": [
    "https://stbernardam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307770",
  "city_as_filed": "RUSSELLVILLE",
  "url": "https://advisorcensus.com/firm/st-bernard-asset-management-inc-russellville-ar-307770",
  "display_name": "ST Bernard Asset Management, Inc.",
  "summary": "ST Bernard Asset Management, Inc. is an SEC-registered investment advisory firm in Russellville, AR, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. ST Bernard Asset Management, Inc. (CRD 307770): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is ST Bernard Asset Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ST Bernard Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does ST Bernard Asset Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $125 an hour (fees or future consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is ST Bernard Asset Management, Inc. located?",
      "a": "ST Bernard Asset Management, Inc.'s principal office is in Russellville, AR, according to its Form ADV."
    },
    {
      "q": "Is ST Bernard Asset Management, Inc. registered with the SEC or a state?",
      "a": "ST Bernard Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307770."
    },
    {
      "q": "How much does ST Bernard Asset Management, Inc. manage?",
      "a": "ST Bernard Asset Management, Inc. reports $27,388,000 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (0% discretionary)."
    },
    {
      "q": "How have ST Bernard Asset Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for ST Bernard Asset Management, Inc.: Regulatory assets under management: $0 in the October 2021 data and $27,388,000 in the October 2026 data. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ST Bernard Asset Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (3)."
    },
    {
      "q": "Does ST Bernard Asset Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307770"
    },
    {
      "q": "Does ST Bernard Asset Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 says: \"Portfolio design is offered to all clients and there is no minimum account size for this service.\" \"There is no minimum account size to open an account.\""
    },
    {
      "q": "What changed in ST Bernard Asset Management, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $12,975,000 to $27,388,000 (+111%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2021-06-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12586390.0,
      "total_employees": 1,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12087797.0,
      "total_employees": 1,
      "filing_date": "2023-02-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 11854349.0,
      "total_employees": 1,
      "filing_date": "2024-02-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12975000.0,
      "total_employees": 1,
      "filing_date": "2025-01-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 27388000.0,
      "total_employees": 1,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $12,975,000 to $27,388,000 (+111%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 an hour (fees or future consultations)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Portfolio design is offered to all clients and there is no minimum account size for this service.",
          "There is no minimum account size to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 an hour (fees or future consultations)"
        ],
        "quotes": [
          "Some clients prefer to be charged on a pure time basis. In those cases, fees or future consultations are billed at a rate of $125 per hour, payable at the time of services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 125.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "fees or future consultations"
        }
      ]
    },
    "quotes": [
      "Portfolio design is offered to all clients and there is no minimum account size for this service.",
      "There is no minimum account size to open an account.",
      "Some clients prefer to be charged on a pure time basis. In those cases, fees or future consultations are billed at a rate of $125 per hour, payable at the time of services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/st-bernard-asset-management-inc-russellville-ar-307770.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 20607900.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": false,
      "raum": 6780100.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307770",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}