Bard Investment Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Bard Investment Group LLC provides financial planning, ongoing portfolio management, and group educational seminars and workshops primarily for individuals, high‑net‑worth individuals, and small businesses. The firm is a single‑member LLC formed in 2025 and reported no assets under management as of the brochure date.
Its investment approach emphasizes low‑cost, broadly diversified index mutual funds and ETFs, supplemented when appropriate with individual equities and fixed‑income securities, using fundamental, technical, and qualitative analysis. Portfolio management is conducted on a non‑discretionary basis with periodic (at least quarterly) reviews and client approval required for trades.
Features that distinguish Bard from many investment-manager peers include the regular offering of public seminars and workshops and the availability of hourly financial planning engagements—both services that are uncommon in the investment-manager category. The firm also does not take custody or discretionary authority, reports no soft‑dollar arrangements, and its principal maintains a separate contract programming business, factors that may affect capacity and operational considerations for prospective clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$500 to $2,000 depending on complexity for financial planning services
$0 - $500,000: 0.90% $500,001 - $1,500,000: 0.70% $1,500,001 - $4,500,000: 0.50% $4,500,001+: Negotiable, below 0.50%
$200 per hour for financial planning services
Fee-only: Hourly rate $200 per hour; Flat fee $500-$2,000 depending on complexity for financial planning
Main office location
Bard Investment Group, LLC
Colleyville TX, United States
Number of offices
1
Most active in
Bard Investment Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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