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E. S. BARR & COMPANY
E.S. BARR & COMPANY
CRD 107447 · SEC 801-42566
1999 RICHMOND ROAD, SUITE 1B, LEXINGTON, KY, 40502, United States
Phone
859-266-1300
Fax
859-266-1544
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.22B
Discretionary AUM
$2.22B
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $134.5M |
| High net worth individuals | 270 | $1.74B |
| Pooled investment vehicles | 1 | $48.2M |
| Pension/profit sharing plans | 9 | $22.5M |
| Charitable organizations | 10 | $183.2M |
| Corporations/business entities | 14 | $87.4M |
States served
CA, GA, IL, KY, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD