ST. Bernard Financial Services, Inc.

Overview

ST. Bernard Financial Services, Inc. is a corporate financial services firm that operates across multiple states and serves primarily individual and family clients. It is SEC-registered (since 2018) and combines advisory services with broker-dealer and insurance brokerage capabilities; the firm also supports registered representatives of a broker-dealer. Advisory offerings include portfolio management for individuals, small businesses, and institutional/business clients, and the firm runs educational seminars and workshops. Compensation is a mix of asset-based fees and hourly charges. ST. Bernard is not positioned as an ESG-focused allocator and identifies as a multi-state adviser; it is also affiliated with at least one related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices