Bard Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Colleyville TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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