BERNARDI ASSET MANAGEMENT, LLC
SEC RegisteredMunicipal Bond Specialist Since 1984
About the firm
Bernardi Securities is a municipal bond specialist founded in 1984, offering municipal bond portfolio management and public finance services. The firm provides direct access to separate account management with both non-fee and fee-based strategies, building portfolios around individual clients rather than benchmarks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Municipal bond portfolio management, public finance, new issue market access, and separate account management with non-fee and fee-based strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $3.6M |
| High Net Worth Individuals | 28 | $137M |
| Insurance Companies | 7 | — |
| Sovereign Wealth Funds | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 0.40% |
| $2-5 million | 0.35% |
| $5-10 million | 0.30% |
| $10-15 million | 0.25% |
| Above $15 million | 0.20% |
Data as of November 19, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BERNARDI ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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