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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2022
- Office Locations
- 1
Office Locations
About Carr Financial Group
Carr Financial Group is a Worcester-based RIA. The firm has been operating for 4 years. Managing $744.2M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 6, 2025 and May 29, 2026, reported AUM increased 14.8%, from $648.4M to $744.2M.
Across 5 reported observations, AUM increased 70.4% between June 3, 2022 and May 29, 2026, from $436.6M to $744.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 580 clients, or 82.9 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on May 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RICHARD MICHAEL CARR
President
- CRD
- #2079826
- Ownership
- 75% or more
BENJAMIN WILLIAM CAULEY
TREASURER
- CRD
- #6590090
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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CHRISTOPHER PAUL CARELLI
Partner, Wealth Advisor
- CRD
- #4778492
MARK GRAZIANO DISTEFANO
--
- CRD
- #7747034
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $744,163,845 | $477,028 |
| Non-Discretionary | $0 | -- |
| Total | $744,163,845 | $477,028 |
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Separately Managed Accounts
SMA allocation detail is available
Carr Financial Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Carr Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.