ST Bernard Asset Management, Inc.

Overview

ST Bernard Asset Management, Inc. is a small, SEC-registered corporate RIA that began registration in 2020 and is owned by an individual principal. The firm serves individual and family clients and positions itself as a fee-for-service advisor that charges both a percentage of assets under management and hourly fees. Its advisory work centers on portfolio management for individuals and small businesses, and it also accepts business or institutional portfolio mandates. The firm reports it is not an active ESG investor, does not operate as a multi-state adviser, and is not a capital allocator; it does, however, indicate the presence of a related adviser and maintains affiliations with broker-dealer and insurance entities.

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Public Holdings

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Location & Offices