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ST BERNARD ASSET MANAGEMENT, INC.

RUSSELLVILLE, AR · CRD 307770 · IAPD ↗ · stbernardam.com · 479-967-1200

$27.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — ST BERNARD ASSET MANAGEMENT, INC. reported RAUM up 111% ($13.0M -> $27.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.