# St. Bernard Financial Services

St. Bernard Financial Services is a Bank / Wealth / Trust based in Russellville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Russellville, United States
- **Region:** North America
- **Address:** 1609 West Main St., Russellville, AR 72801, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** stbernardfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/st-bernard-financial-services-inc-

## Regulatory record

- **CRD number:** 36956
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/36956

## About

St. Bernard Financial Services is an independent broker/dealer and registered investment advisory firm. Founded in 1994, it offers financial planning, tax planning, investment advisory, securities, and insurance services from its base in Russellville, Arkansas. The firm serves a diverse client base.

## People

- Robert Keenan — CEO

## Questions

### Who runs investment decisions at St. Bernard Financial Services?

Investment decisions are not centralized in a single committee. The firm's financial representatives — including registered investment advisors and certified financial planners — construct portfolios for their own clients. The home office provides technology, databases, and compliance oversight but empowers individual reps to apply Markowitz and Sharpe methodologies in their client accounts.

### Is St. Bernard a broker-dealer, an RIA, or both?

St. Bernard Financial Services is registered as both a broker-dealer and a registered investment advisor. This dual registration allows its representatives to offer commission-based brokerage transactions alongside fee-based advisory relationships from a single platform.

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- [StB Capital Partners](https://altss.com/profile/stb-capital-partners)
- [STB SICAR](https://altss.com/profile/stb-sicar)

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Last updated: 2026-06-03T20:00:00.000Z

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