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
- HNWI81.44%
- Individuals17.7%
- Charitable Organizations0.52%
- Corporations / Businesses0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Carr Financial Group is an independent, SEC-registered registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it may engage third-party managers as part of its selection-of-other-advisers services. Carr Financial Group also functions as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed fees. The firm was SEC-registered in 2022 and is structured as a corporation owned by an individual.
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 6
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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