SourcingSourcing

ST. BERNARD FINANCIAL SERVICES, INC.

C49
CRD 36956·SEC 801-113763·RUSSELLVILLE, AR
AUM
$130.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$391K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ST. BERNARD FINANCIAL SERVICES, INC.
CRD
36956
SEC file #
801-113763
EIN
—
DBA names
—

Economics

AUM
$130.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$61.4M → $130.5M▲ +112%
Client mix
Individuals Other829
Individuals High Net Worth12

Operations

Employees (total)
109
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
42 advisors → 30 advisors▼ -29%
Primary office
RUSSELLVILLE AR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/29/2025
ADV-W filed at
—
Website
turnerfinancial.net

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBERT KEENAN REVOCABLE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ROBERT KEENAN REVOCABLE TRUST
KEENAN, ROBERT JR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TURNERFINANCIAL.NET
Rdap Domain Creation Date
2019-08-25T23:56:42Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1136
Soi Zip Pct 200k Plus
0.0242
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
346,447
Fdic Zip Total Deposits
18,435,696,000
Fdic Zip Branch Count
532
Fdic Zip Top Banks
Regions Bank
First State Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
12
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First National Bank of RussellvilleRussellville, AR
First National Bank of RussellvilleRussellville, AR
Fdic Zip HHI
879.24
Fdic Zip Top Bank Share Pct
15.56
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-25T23:56:42Z
Rdap Domain Last Changed
2025-08-12T07:59:54Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,602
Returns2,420
Stub 2
AGI73,805
Returns2,060
Stub 3
AGI52,627
Returns860
Soi Zip Total Business Income
7,700
Soi Zip Total Cap Gains
10,004
Soi Zip Total Dividends
5,232
Soi Zip Total Returns
6,600
Trust Company Affiliate
No

People (52)

52
CELI, MARK EDWARD
IAR · Executive Officer · 2.5%
1676074
KEENAN, ROBERT
Executive Officer · 2.5%
2000976
SHARON JANE DYER
Executive Officer · 2.5%
1456415
RICKEY TAYLOR WOMACK
IAR
4077084
SERGIO RICARDO SOLTERO
IAR
4303584
Rhamy Alejeal
IAR
6465712
LANNY TRAY OTT
IAR
5465380
JOHN SEWELL HARWOOD
IAR
5456388
THOMAS RAY CORNWELL
IAR
2490304
JOHN DOYLE WILLIAMS
IAR
2375923
KEITH ARTHUR BRAWE
IAR
1371551
KATHRYN DELORES CARROLL
IAR
1680266
HAROLD IRWIN GOREN
IAR
2014825
LUDWIG ALEXANDER SHEPPARD
IAR
2023560
WAJEEHUDDIN SALIM SIDDIQUI
IAR
2277211
JACOB PAUL EVERHART
IAR
2622292
RICHARD JULIAN RACZKOWSKI
IAR
1462211
SANFORD MICHAEL LAUFER
IAR
1045072
KENNETH DEAN BURLEIGH
IAR
1024370
ROSEANNA PULLEN
IAR
1215348
William Otis Walker
IAR
1070653
ROBERT HENRY LANE
IAR
1972341
Emma Gean Godbee
IAR
717018
JOSEPH ALAN SAMPSON
IAR
5073486
ANDREW WILLIAM HORNER
IAR
2329307
DAN R KESSLER
IAR
1990743
MICHAEL FLOYD HOOVER
IAR
4596370
LADONNA KIM GUTIERREZ
IAR
4155342
JOHN CALVIN EICHLER
IAR
1430890
PATRICK R TAFT
IAR
4515583
Edward Paul Atkins
IAR
4802482
Bennie Perry Swanson
IAR
1079267
Stacy Jo Winslow
IAR
5026899
PAUL F GASSEN
IAR
2325293
GEOFFREY OWEN STALLINGS
IAR
5967345
Gregory Harold Hubbell
IAR
705250
DONALD JAMES MONTGOMERY
IAR
2548325
GERALD LLOYD GENTRY
IAR
2437189
Robert David Croddy
IAR
2468795
JOSHUA ROE TURNER
IAR
4625584
WINDELL WELLS CULLERS
IAR
1303836
WILLIAM PINKET MARTIN
IAR
1322013
CARL CHRISTIAN REIDEMEISTER
IAR
1306245
JOSEPH PHILIP NEGROSA
IAR
2911414
THOMAS MICHAEL BONELLI
IAR
1687987
THOMAS CLIFFORD COKER
IAR
848581
JOHN EDWARD STRATER
IAR
1774734
THOMAS E MOORE
IAR
5086975
HARRY PAEZ
IAR
2976821
AARON JEREMIAH OCHOA
IAR
4222628
DAWNE ANN FERLAND
IAR
2893989
STEPHANIE MATTHEWS MITZEL
IAR
4431781