E. S. BARR & COMPANY
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
FINTRXOverview
E. S. Barr & Company is an SEC-registered investment adviser that operates as a corporation and is classified in FINTRX as a hedge-fund style manager. Registered in 1993, the firm serves both high‑net‑worth individuals and institutions, offering discretionary portfolio management across individual accounts and pooled investment vehicles. Its fee schedule includes an asset‑based charge plus performance‑linked fees, and the firm acts in sponsor/GP and managing‑member roles for pooled vehicles it runs. E. S. Barr is not an active ESG investor and does not present itself as a multi‑state adviser. The firm appeared on CNBC’s Top 100 Financial Advisory Firms lists from 2019 through 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities88%
- US Government Bonds6%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Margaret Gess
Chief Compliance OfficerCRD 6871978
Contacts
3 of 3JOSHUA BUCKMAN
Portfolio ManagementCRD 6358737
JOSEPH KELSCH
Financial AdvisorCRD 6092901
EDWARD BARR
Founder and PresidentCRD 2355029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$36.9M in ETFs
100%
$36.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $32M | 407,575 | 86.51% |
Location
Lexington, KY
FAYETTE
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- FAYETTE
- Address
- 1999 Richmond Rd
- Time zone
- CT (UTC-6)
- Office locations
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