BARRY INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2007

Total AUM

$847M

Discretionary

$688M

81% of AUM

Avg account

$558K

Accounts

1,517

Employees

Advisory reps

Firm details

Headquarters: NEW BEDFORD, Massachusetts
CRD number: 144955
Registered since: October 24, 2007
Website: www.barryinvestmentadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.97%
Individuals8.73%
Pension & Profit Sharing Plans1.74%
Charitable Organizations0.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Barry Investment Advisors, LLC is an independent registered investment adviser that provides fee-based portfolio management and financial planning to individual, family and institutional clients. Registered with the SEC in 2007 and structured as an LLC under individual ownership, the firm combines discretionary portfolio management with a selection of fixed-fee engagements. Its stated advisory activities include financial planning and portfolio management for individuals/small businesses as well as businesses and institutions. The firm’s public holdings and asset mix indicate a clear preference for pooled public funds and ETFs as core building blocks. That positioning suggests a manager approach that emphasizes broad exposure through mutual funds and exchange-traded funds rather than active single-stock bets. Barry Investment Advisors does not identify as an active ESG investor and is not identified as a capital allocator; its model appears to rely on third-party public funds rather than running proprietary private fund programs.