C
CRD: 317321
Carr Financial Group
Worcester, MA, 01605
5087950264
$744.2M Total AUM
$744.2M Disc. AUM
-- 3Y CAGR
9 Employees
580 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2022
- Office Locations
- 1
Office Locations
20 Park Avenue STE #201 Worcester MA
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. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
45 AVG AGE
$106.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.9 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
4yrs Firm Age
Insights
Premium access reveals conviction themes in summit peak.
Open the full profile to inspect shifts in horizon oak.
Unlock to compare peer behavior around alpha horizon.
Open the full profile to inspect shifts in frontier peak.
Open the full profile to inspect shifts in horizon timber.
Premium access reveals conviction themes in summit catalyst eagle.
Unlock to see real insight on harbor glacier.
Unlock to compare peer behavior around signal capital.
Asset Classes
Harbor Capital ember
Client Personas
Signal matrix
Investment Themes
Radial Vital Capital
Investment Vehicles
Vertex atlas
Services
Capital pathway Prime Crest element Fusion Beacon Vertex Foundation Matrix Peak momentum
Owner & Executives
RICHARD MICHAEL CARR
President
- CRD
- #2079826
- Ownership
- 75% or more
(292) 310-3344
quantum.vector@legacycapital.com
in linkedin.com/in/north-beacon
BENJAMIN WILLIAM CAULEY
TREASURER
- CRD
- #6590090
- Ownership
- 10% but less than 25%
(246) 257-1685
matrix.pathway@pioneercapital.com
in linkedin.com/in/peak-pathway
I
Insight insight
Summit alpha zenith
- CRD
- #71426
- Ownership
- 13.6%
(396) 700-7592
focus.optima@summitcapital.com
in linkedin.com/in/timber-radial
Showing 2 of 5 owners & executives
Unlock allContacts
CHRISTOPHER PAUL CARELLI
Partner, Wealth Advisor
- CRD
- #4778492
(630) 983-2565
frontier.north@atlascapital.com
in linkedin.com/in/vital-crest
M
MARK GRAZIANO DISTEFANO
--
- CRD
- #7747034
(254) 388-7593
meridian.momentum@signalcapital.com
in linkedin.com/in/radial-crest
L
Legacy delta
Momentum vertex oak
- CRD
- #67064
(622) 890-6866
ember.catalyst@valuecapital.com
in linkedin.com/in/zenith-eagle
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $744,163,845 | $477,028 |
| Non-Discretionary | $0 | -- |
| Total | $744,163,845 | $477,028 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $744,163,845
Public Funds:
30.0% Equity - Exchange:
30.0% Cash:
14.4% U.S. Government/Agency:
11.6% Municipal Bonds:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,736,974,814 | 30.0% |
| Equity - Exchange | $1,736,974,814 | 30.0% |
| Cash | $833,747,911 | 14.4% |
| U.S. Government/Agency | $671,630,261 | 11.6% |
| Municipal Bonds | $810,588,246 | 14.0% |
| Total | $5,789,916,046 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS WAVE | OPTIMA RADIAL | JK1WKH09S | MGQ | 11.70% | $84,931,398 |
| PRIME FUSION | ALPHA MOMENTUM | QNRH9TXRK | QPVJH | 9.93% | $58,356,326 |
| NORTH HARBOR WAVE | RADIAL FRONTIER | SSQ0MPL4Z | VCMG | 6.35% | $100,427,896 |
| DELTA SUMMIT PIONEER | NORTH FOCUS | JWJQJPOPS | KGSV | 7.28% | $40,499,673 |
| MOMENTUM PIONEER PATHWAY | PRIME VERTEX | USSFRE9Q5 | CRE | 4.90% | $77,121,583 |
| PRIME ELEMENT ATLAS | EMBER DELTA | 01HJGNMAM | UPE | 11.29% | $93,989,032 |
| BRIDGE EMBER RADIAL | ELEMENT ALPHA | WEA50GH5E | TQNZZ | 9.05% | $16,040,860 |
| SIGNAL PIONEER | NORTH VERTEX | ACD16NII7 | LMV | 5.45% | $48,498,894 |