E. S. Barr & Company
Lexington, KY·SEC-registered · CRD #107447
E. S. Barr & Company is an SEC-registered investment advisory firm in Lexington, KY managing $2.2B across 886 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
886
Advisory staff
3
Fee model
Fee-only
How E. S. Barr & Company is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about E. S. Barr & Company
How much does E. S. Barr & Company manage?
Per its most recent SEC Form ADV filing (03/30/2026), E. S. Barr & Company reports $2.2B in regulatory assets under management across roughly 886 client accounts.
How does E. S. Barr & Company charge?
E. S. Barr & Company is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is E. S. Barr & Company a fiduciary?
Yes. E. S. Barr & Company is registered with the U.S. Securities and Exchange Commission (CRD #107447), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is E. S. Barr & Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks E. S. Barr & Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lexington, KY
Profile compiled from E. S. Barr & Company's public SEC Form ADV filing (CRD #107447, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of E. S. Barr & Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with E. S. Barr & Company? Claim this profile.