E. S. Barr & Company

RIASEC RegisteredEst. 1993

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$2.5M

Accounts

886

Employees

Advisory reps

Firm details

Headquarters: Lexington, Kentucky
CRD number: 107447
Registered since: January 8, 1993
Website: www.esbarr.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI78.57%
Charitable Organizations8.25%
Individuals6.06%
Corporations / Businesses3.94%
Pooled Investment Vehicles2.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

E. S. Barr & Company is a corporate-structured investment adviser that has been SEC-registered since 1993 and operates with a hedge-fund orientation while also providing traditional advisory services. The firm serves a mix of individual, family and institutional clients and runs discretionary portfolio management for individuals/small businesses, pooled investment vehicles and business or institutional accounts. Its compensation blends asset-based fees with performance-linked fees, and the firm takes sponsor/GP/manager roles in pooled vehicles it manages. E. S. Barr & Company does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm received recurring recognition from CNBC’s Top 100 Financial Advisory Firms list for 2019, 2020, 2021 and 2022.