Carr Financial Group
Firm details
- Headquarters
- Worcester, Massachusetts
- CRD number
- 317321
- Registered since
- February 7, 2022
- Website
- www.carrfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.71%
- Individuals17.96%
- Corporations / Businesses0.82%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Carr Financial Group is an independent, privately owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection services. It operates as a capital allocator and also functions as an insurance broker, billing clients via a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities23%
- Cash & Cash Equivalents9%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
2 of 2
Benjamin Cauley
COO & PartnerCRD 6590090
Julie Wagner
Chief Compliance OfficerCRD 2741955
Contacts
3 of 5
Andrea Lucey
Partner, Financial PlannerCRD 4828297
Christopher Carelli
Partner, Financial PlannerCRD 4778492
Richard Carr
PresidentCRD 2079826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$369M in ETFs
77%
$284M
10%
$85.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $31.6M | 430,838 | 8.57% |
Location
Worcester, MA
Worcester
Location
Worcester, MA
Headquartered in Worcester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 20 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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