Active
BEARD INVESTMENT SERVICES, INC.
Investment Advice|CANFIELD, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$859.7M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 859.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106249 |
| SEC Number | 801-37961 |
| Street Address | 3701 BOARDMAN - CANFIELD RD. |
| Street Address 2 | SUITE 1 |
| Location | CANFIELD, OH 44406 |
| Country | United States |
| Phone | 330-758-0575 |
| Fax | 330-758-8375 |
| Total Employees | 5 |
Client Count by Type (689 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 372 |
| Pension/Profit Sharing Pl… | 180 |
| High Net Worth Individual… | 117 |
| Corporations/Businesses | 12 |
| Charitable Organizations | 8 |
Community Partners
CITY OF CAMPBELL
CITY OF CANFIELD
CITY OF STRUTHERS
CITY OF YOUNGSTOWN
COUNTY OF MAHONING
GREEN TOWNSHIP BUILDING
MAHONING & COLUMBIANA TRAINING ASSOCIATION
NORTH EAST OHIO NETWORK
TOWNSHIP OF AUSTINTOWN
TOWNSHIP OF BEAVER
TOWNSHIP OF BERLIN
TOWNSHIP OF BOARDMAN
TOWNSHIP OF CANFIELD
TOWNSHIP OF COITSVILLE
TOWNSHIP OF ELLSWORTH
TOWNSHIP OF POLAND
VILLAGE OF BELOIT
VILLAGE OF CRAIG BEACH
VILLAGE OF LOWELLVILLE
VILLAGE OF NEW MIDDLETOWN
CITY OF CAMPBELL
CITY OF CANFIELD
CITY OF STRUTHERS
CITY OF YOUNGSTOWN
COUNTY OF MAHONING
GREEN TOWNSHIP BUILDING
MAHONING & COLUMBIANA TRAINING ASSOCIATION
NORTH EAST OHIO NETWORK
TOWNSHIP OF AUSTINTOWN
TOWNSHIP OF BEAVER
TOWNSHIP OF BERLIN
TOWNSHIP OF BOARDMAN
TOWNSHIP OF CANFIELD
TOWNSHIP OF COITSVILLE
TOWNSHIP OF ELLSWORTH
TOWNSHIP OF POLAND
VILLAGE OF BELOIT
VILLAGE OF CRAIG BEACH
VILLAGE OF LOWELLVILLE
VILLAGE OF NEW MIDDLETOWN
CITY OF CAMPBELL
CITY OF CANFIELD
CITY OF STRUTHERS
CITY OF YOUNGSTOWN
COUNTY OF MAHONING
GREEN TOWNSHIP BUILDING
MAHONING & COLUMBIANA TRAINING ASSOCIATION
NORTH EAST OHIO NETWORK
TOWNSHIP OF AUSTINTOWN
TOWNSHIP OF BEAVER
TOWNSHIP OF BERLIN
TOWNSHIP OF BOARDMAN
TOWNSHIP OF CANFIELD
TOWNSHIP OF COITSVILLE
TOWNSHIP OF ELLSWORTH
TOWNSHIP OF POLAND
VILLAGE OF BELOIT
VILLAGE OF CRAIG BEACH
VILLAGE OF LOWELLVILLE
VILLAGE OF NEW MIDDLETOWN
Municipal Government
22 Active
22
Organizations
ABC WATER AND STORM WATER DISTRICT
AUSTINTOWN TOWNSHIP FIRE DEPARTMENT
BOARDMAN TOWNSHIP PARK DISTRICT
CARDINAL JOINT FIRE DISTRICT
CARDINAL JT FIRE DISTRICT
EASTGATE REGIONAL COUNCIL OF GOVERNMENTS
MAHONING CO SCHOOL EMP INSURANCE CONSORT
MAHONING COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
MAHONING SOIL AND WATER CONSERVATION DISTRICT
MILL CREEK METROPOLITAN PARK DISTRICT
THE MAHONING VALLEY REGIONAL COUNCIL OF GOVERNMENTS
WESTERN RESERVE JOINT FIRE DISTRICT
ABC WATER AND STORM WATER DISTRICT
AUSTINTOWN TOWNSHIP FIRE DEPARTMENT
BOARDMAN TOWNSHIP PARK DISTRICT
CARDINAL JOINT FIRE DISTRICT
CARDINAL JT FIRE DISTRICT
EASTGATE REGIONAL COUNCIL OF GOVERNMENTS
MAHONING CO SCHOOL EMP INSURANCE CONSORT
MAHONING COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
MAHONING SOIL AND WATER CONSERVATION DISTRICT
MILL CREEK METROPOLITAN PARK DISTRICT
THE MAHONING VALLEY REGIONAL COUNCIL OF GOVERNMENTS
WESTERN RESERVE JOINT FIRE DISTRICT
ABC WATER AND STORM WATER DISTRICT
AUSTINTOWN TOWNSHIP FIRE DEPARTMENT
BOARDMAN TOWNSHIP PARK DISTRICT
CARDINAL JOINT FIRE DISTRICT
CARDINAL JT FIRE DISTRICT
EASTGATE REGIONAL COUNCIL OF GOVERNMENTS
MAHONING CO SCHOOL EMP INSURANCE CONSORT
MAHONING COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
MAHONING SOIL AND WATER CONSERVATION DISTRICT
MILL CREEK METROPOLITAN PARK DISTRICT
THE MAHONING VALLEY REGIONAL COUNCIL OF GOVERNMENTS
WESTERN RESERVE JOINT FIRE DISTRICT
Special District
12 Active
12
Organizations
AUSTINTOWN SCH DIST
BOARDMAN LOCAL SCH DIST
CAMPBELL CITY SCH DIST
CANFIELD LOCAL SCH DIST
EDUCATIONAL SERVICE CENTER OF EASTERN OHIO
JACKSON MILTON LOCAL SCHOOL DIST
LOWELLVILLE LOCAL SCH DIST
MAHONING CO CAREER & TECHNICAL CENTER
MAHONING COUNTY JOINT VOCATIONAL SCHOOL DISTRICT
POLAND LOCAL SCH DIST
SEBRING LOCAL SCH DIST
SOUTH RANGE LOCAL SCHOOL DISTRICT
SPRINGFIELD LOCAL SCH DIST
STRUTHERS CITY SCH DIST
WEST BRANCH LOC SCH DIST
WESTERN RESERVE LOCAL SCH DIST
YOUNGSTOWN CITY SCH DIST
AUSTINTOWN SCH DIST
BOARDMAN LOCAL SCH DIST
CAMPBELL CITY SCH DIST
CANFIELD LOCAL SCH DIST
EDUCATIONAL SERVICE CENTER OF EASTERN OHIO
JACKSON MILTON LOCAL SCHOOL DIST
LOWELLVILLE LOCAL SCH DIST
MAHONING CO CAREER & TECHNICAL CENTER
MAHONING COUNTY JOINT VOCATIONAL SCHOOL DISTRICT
POLAND LOCAL SCH DIST
SEBRING LOCAL SCH DIST
SOUTH RANGE LOCAL SCHOOL DISTRICT
SPRINGFIELD LOCAL SCH DIST
STRUTHERS CITY SCH DIST
WEST BRANCH LOC SCH DIST
WESTERN RESERVE LOCAL SCH DIST
YOUNGSTOWN CITY SCH DIST
AUSTINTOWN SCH DIST
BOARDMAN LOCAL SCH DIST
CAMPBELL CITY SCH DIST
CANFIELD LOCAL SCH DIST
EDUCATIONAL SERVICE CENTER OF EASTERN OHIO
JACKSON MILTON LOCAL SCHOOL DIST
LOWELLVILLE LOCAL SCH DIST
MAHONING CO CAREER & TECHNICAL CENTER
MAHONING COUNTY JOINT VOCATIONAL SCHOOL DISTRICT
POLAND LOCAL SCH DIST
SEBRING LOCAL SCH DIST
SOUTH RANGE LOCAL SCHOOL DISTRICT
SPRINGFIELD LOCAL SCH DIST
STRUTHERS CITY SCH DIST
WEST BRANCH LOC SCH DIST
WESTERN RESERVE LOCAL SCH DIST
YOUNGSTOWN CITY SCH DIST
School District
17 Active
17
Organizations
0008 ASSEMBLY
100 BLACK MEN OF GREATER YOUNGSTOWN WARREN
19TH DISTRICT RAM ASSOCIATION
4-H BARNYARD BUDDIES CLUB OF MAHONI
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
6TH WARD CITIZENS COALITION
ABUNDANCE IN HIM MINISTRIES INC
AF CC TRACK & FIELD BOOSTERS INC
Africa Health and Hope Inc
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
ALL PAWS ARE PERFECT RESCUE
0008 ASSEMBLY
100 BLACK MEN OF GREATER YOUNGSTOWN WARREN
19TH DISTRICT RAM ASSOCIATION
4-H BARNYARD BUDDIES CLUB OF MAHONI
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
6TH WARD CITIZENS COALITION
ABUNDANCE IN HIM MINISTRIES INC
AF CC TRACK & FIELD BOOSTERS INC
Africa Health and Hope Inc
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
ALL PAWS ARE PERFECT RESCUE
0008 ASSEMBLY
100 BLACK MEN OF GREATER YOUNGSTOWN WARREN
19TH DISTRICT RAM ASSOCIATION
4-H BARNYARD BUDDIES CLUB OF MAHONI
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
6TH WARD CITIZENS COALITION
ABUNDANCE IN HIM MINISTRIES INC
AF CC TRACK & FIELD BOOSTERS INC
Africa Health and Hope Inc
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
ALL PAWS ARE PERFECT RESCUE
Nonprofit Organization
838 Active
838
Organizations
Community Partners101 organizations
GREEN TOWNSHIP BUILDING
Municipal Government·SALEM
MAHONING & COLUMBIANA TRAINING ASSOCIATION
Municipal Government·BOARDMAN
NORTH EAST OHIO NETWORK
Municipal Government·YOUNGSTOWN
TOWNSHIP OF BEAVER
Municipal Government·NORTH LIMA
TOWNSHIP OF BERLIN
Municipal Government·BERLIN CENTER
TOWNSHIP OF COITSVILLE
Municipal Government·LOWELLVILLE
VILLAGE OF BELOIT
Municipal Government·BELOIT
VILLAGE OF CRAIG BEACH
Municipal Government·LAKE MILTON
VILLAGE OF POLAND
Municipal Government·POLAND
AUSTINTOWN TOWNSHIP FIRE DEPARTMENT
Special District·YOUNGSTOWN
CARDINAL JT FIRE DISTRICT
Special District·CANFIELD
EASTGATE REGIONAL COUNCIL OF GOVERNMENTS
Special District·YOUNGSTOWN
MAHONING CO SCHOOL EMP INSURANCE CONSORT
Special District·NEW MIDDLETOWN
MAHONING COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·YOUNGSTOWN
MAHONING SOIL AND WATER CONSERVATION DISTRICT
Special District·YOUNGSTOWN
EDUCATIONAL SERVICE CENTER OF EASTERN OHIO
School District·CANFIELD
MAHONING COUNTY JOINT VOCATIONAL SCHOOL DISTRICT
School District·CANFIELD
0008 ASSEMBLY
Nonprofit Organization·Lowellville
100 BLACK MEN OF GREATER YOUNGSTOWN WARREN
Nonprofit Organization·Canfield
19TH DISTRICT RAM ASSOCIATION
Nonprofit Organization·Struthers
4-H BARNYARD BUDDIES CLUB OF MAHONI
Nonprofit Organization·Canfield
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
Nonprofit Organization·Canfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Canfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Canfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Poland
6TH WARD CITIZENS COALITION
Nonprofit Organization·boardman
ABUNDANCE IN HIM MINISTRIES INC
Nonprofit Organization·Canfield
AF CC TRACK & FIELD BOOSTERS INC
Nonprofit Organization·AUSTINTOWN
Africa Health and Hope Inc
Nonprofit Organization·Canfield
AGLOW INTERNATIONAL
Nonprofit Organization·Beloit
AGLOW INTERNATIONAL
Nonprofit Organization·BELOIT
AGLOW INTERNATIONAL
Nonprofit Organization·Beloit
AGLOW INTERNATIONAL
Nonprofit Organization·Beloit
AGLOW INTERNATIONAL
Nonprofit Organization·Beloit
AGLOW INTERNATIONAL
Nonprofit Organization·Beloit
AGLOW INTERNATIONAL
Nonprofit Organization·Beloit
ALL PAWS ARE PERFECT RESCUE
Nonprofit Organization·Boardman
ALL TYPES OF MUSIC MINISTRIES
Nonprofit Organization·AUSTINTOWN
A L POST 737 C & S ASSOC INC
Nonprofit Organization·lake milton
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Austintown
AMERCIAN LEGION
Nonprofit Organization·Canfield
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Poland
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Struthers
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Canfield
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·New Middletown
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·CAMPBELL
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·LAKE MILTON
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·boardman
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·STRUTHERS
AMERICAN FEDERATION OF STATE COUNTY MUNICIPAL EMPLOYEES
Nonprofit Organization·boardman
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Boardman
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·Canfield
AMERICAN LEGION
Nonprofit Organization·Poland
AMERICAN LEGION
Nonprofit Organization·Struthers
AMERICAN LEGION AUXILIARY
Nonprofit Organization·BELOIT
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Lowellville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Lake Milton
AMERICAN LEGION AUXILIARY UNIT 301
Nonprofit Organization·Austintown
AMERICAN LEGION POST 247
Nonprofit Organization·LOWELLVILLE
AMERICAN LEGION POST 737
Nonprofit Organization·Lake Milton
AMVETS POST 44
Nonprofit Organization·STRUTHERS
AMVETS POST 44 LADIES AUXILIARY
Nonprofit Organization·STRUTHERS
AMVETS Post 44 Riders
Nonprofit Organization·Struthers
A M WAKE UP CALL
Nonprofit Organization·POLAND
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·CANFIELD
ANGELS FOR ANIMALS INC
Nonprofit Organization·CANFIELD
ANIMAL CHARITY OF OHIO INC
Nonprofit Organization·BOARDMAN