Bard Associates Inc
- Regulatory AUM
- $416M
- Discretionary
- $416M
- Clients
- 181
- Avg AUM / client
- $2.3M
- Accounts
- 388
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $32.3M | 7.76% |
| High net worth individuals | 93 | $365M | 87.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $19.2M | 4.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $13.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bard Micro Cap Value Fund, L.P. | Hedge Fund | Illinois | $13.2M | 77 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Laborers District Council & Contractors Pension Fund Of Ohio Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Bard Johnson | Founder | Nov 1982 (44y) | 25% – 50% | |
| Johnson, Alexis, Bard | Shareholder | Jan 2018 (9y) | 10% – 25% | |
| Demaray, Michael, Young | President And Chief Compliance Officer | Jan 2024 (3y) | 50% – 75% | |
| Michael Young Demaray | Registered representative | CFA | Jul 2020 (6y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $13.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bard Micro Cap Value Fund, L.P. | Hedge Fund | $13.2M | $20.0K | 77 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Laborers District Council & Contractors Pension Fund Of Ohio | Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 15,028 | $2.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Fidelity Brokerage Services $231M (55% of AUM) May 2026
- Charles Schwab & Co. $164M (39% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗