Form D Explorer

Bernard, Inc.

CIK 2105786 · Corporation · Inc. DELAWARE · SAINT AUGUSTINE, FL · Other Technology

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Filings

3

Total offered

$950.1K

Total sold

$50.1K

Activity

Jan 21, 2026
through Jan 21, 2026

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.

BERNARD CAROLI WEALTH MANAGEMENT INC.
high CRD 801-89173
BERNARDI ASSET MANAGEMENT, LLC
high CRD 801-68608
ST. BERNARD FINANCIAL SERVICES, INC.
medium CRD 801-50510
TAYLOR, BERNARD
medium CRD 801-77029

Form D filings (3)

0002105786-26-000001
D · Jan 21, 2026 · Other Technology

Offering: $500,000

Sold: $50,000
0002105786-26-000002
D · Jan 21, 2026 · Other Technology

Offering: $450,000
0002105786-26-000003
D · Jan 21, 2026 · Other Technology

Offering: $65

Sold: $65