BEARD INVESTMENT SERVICES, INC.

CANFIELD, Ohio·5 registered advisors·CRD# 106249
SEC# 801-379610330-758-0575
01

Firm Overview

AUM
$455M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at BEARD INVESTMENT SERVICES, INC.

5 registered advisors
Bradley Alan Walker
CANFIELD, Ohio
Bruce James Beard
YOUNGSTOWN, Ohio
James Rafoth
CANFIELD, Ohio
Robert L Smallwood
CANFIELD, Ohio
William Brian Berlin
YOUNGSTOWN, Ohio
05

Office Locations

CANFIELD, Ohio
3 advisors
YOUNGSTOWN, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. BEARD INVESTMENT SERVICES, INC. (CRD# 106249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.