$416.2M Total AUM
$416.2M Disc. AUM
10.0% 3Y CAGR
10 Employees
181 ADV. Clients
39 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Alpha signal
- Established Date
- 02-06-1987
- Office Locations
- 2
Office Locations
233 South Wacker Drive Suite 4400 Chicago IL
-- Chicago IL
About Bard Associates INC
Bard Associates Inc is a Chicago-based RIA providing investment management and wealth management for retail and institutional clients. The firm builds portfolios primarily using ETFs and other public funds, and supports custody through major providers such as Schwab and Fidelity.
Team overview
47 AVG AGE
$104.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
9.3 yrs AVG TENURE
10 Employees
4 Advisory Reps
2 RIA Reps
39yrs Firm Age
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Asset Classes
Oak meridian Wave oak Radial Foundation Alpha
Custodian
Oak Bridge Legacy ridge Horizon beacon
Investment Themes
Bridge Pioneer legacy
Investment Vehicles
Ridge matrix
Platform
Ember glacier
Services
Unison Insight Insight Wave Fusion catalyst Value
Technology
Wave summit
Owner & Executives
M
MICHAEL YOUNG DEMARAY
President
- CRD
- --
- Ownership
- 75% or more
(790) 836-7982
zenith.signal@glaciercapital.com
in linkedin.com/in/oak-frontier
R
RANDY JAMES HEINIG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(738) 861-7432
zenith.north@timbercapital.com
in linkedin.com/in/focus-vital
B
Bridge legacy
Fusion matrix
- CRD
- #23599
- Ownership
- 28.1%
(796) 675-9568
beacon.oak@timbercapital.com
in linkedin.com/in/frontier-crest
Showing 2 of 3 owners & executives
Unlock allContacts
M
Michael Young Demaray
President
- CRD
- #7263480
(627) 284-2865
pioneer.value@eaglecapital.com
in linkedin.com/in/delta-fusion
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $416,229,875 | $1,072,757 |
| Non-Discretionary | $0 | -- |
| Total | $416,229,875 | $1,072,757 |
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Separately Managed Accounts
Total SMA Asset: $397,070,483
Equity - Exchange:
35.3% Public Funds:
38.1% Cash:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $871,272,473 | 35.3% |
| Public Funds | $940,381,904 | 38.1% |
| Cash | $656,539,598 | 26.6% |
| Total | $2,468,193,975 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FOCUS RADIAL | ATLAS FRONTIER | Z3SP0XC9I | EJUDA | 11.30% | $13,840,479 |
| RADIAL TIMBER HORIZON | FRONTIER RADIAL | 81RQC82HZ | VWSQW | 3.38% | $31,706,898 |
| RADIAL MERIDIAN PEAK | ZENITH ZENITH | VYGJ0AGI1 | DSVA | 7.77% | $9,615,099 |
| INSIGHT HORIZON | ATLAS ATLAS | S9ZU2ALXB | NSZMP | 11.42% | $8,373,181 |
| CAPITAL SIGNAL | SIGNAL HARBOR | EJWX9UK3K | JAGGG | 1.36% | $75,675,627 |
| HORIZON GLACIER | HARBOR UNISON | Y11QF8ZFM | JXR | 9.78% | $89,677,022 |
| TIMBER LEGACY EAGLE | PEAK INSIGHT | ZC2G9LMVL | BTJ | 7.37% | $8,719,888 |
| ATLAS OAK SIGNAL | ALPHA CREST | 9WL1EX95C | HWE | 2.17% | $51,983,139 |