Bernard, Inc.
Filings
3
Total offered
$950.1K
Total sold
$50.1K
Activity
2026-01-21
through 2026-01-21
through 2026-01-21
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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BERNARD CAROLI WEALTH MANAGEMENT INC.
high CRD 801-89173
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BERNARDI ASSET MANAGEMENT, LLC
high CRD 801-68608
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ST. BERNARD FINANCIAL SERVICES, INC.
medium CRD 801-50510
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TAYLOR, BERNARD
medium CRD 801-77029
Form D filings (3)
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0002105786-26-000001D · 2026-01-21 · Other TechnologyOffering: $500,000Sold: $50,000
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0002105786-26-000002D · 2026-01-21 · Other TechnologyOffering: $450,000
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0002105786-26-000003D · 2026-01-21 · Other TechnologyOffering: $65Sold: $65