Wealth Manager
    SEC Registered

    E. S. Barr & Company

    Registered investment advisor · Lexington, Kentucky · CRD #107447

    Assets Under Management
    $2.2B
    Client Accounts
    886
    Employees
    6
    CRD Number
    107447
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About E. S. Barr & Company

    E. S. Barr & Company, established in 1992, is an independent investment management firm based in Lexington, Kentucky, managing over $1 billion in assets for high net worth individuals and institutions. The firm offers portfolio management, consulting, financial planning, and investment supervisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for E. S. Barr & Company

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    Frequently Asked Questions

    What is E. S. Barr & Company's AUM?

    E. S. Barr & Company reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is E. S. Barr & Company headquartered?

    E. S. Barr & Company is headquartered in Lexington, Kentucky.

    What is E. S. Barr & Company's CRD number?

    E. S. Barr & Company's CRD number is 107447. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does E. S. Barr & Company manage?

    E. S. Barr & Company manages approximately 886 client accounts according to its latest SEC filing.

    Is E. S. Barr & Company SEC registered?

    Yes, E. S. Barr & Company is registered with the SEC as an investment adviser with an approved registration status.

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