$2.2B Total AUM
$2.2B Disc. AUM
16.4% 3Y CAGR
6 Employees
432 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Zenith vectorValue
- Established Date
- 01-08-1993
- Office Locations
- 1
Office Locations
1999 Richmond Rd. Suite 1B Lexington KY
About E. S. Barr & Company
E. S. Barr & Company is a Lexington-based RIA. The firm has been operating for 33 years. Managing $2.2B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$740.1M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
14.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
33yrs Firm Age
Insights
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Accredited Investors
Matrix
Asset Classes
Legacy Glacier legacy
Client Personas
Bridge
Custodian
Pathway peak Delta crest Signal pioneer Fusion matrix Ridge oak Element meridian Beacon Summit
Investment Themes
Alpha horizon
Investment Vehicles
Oak
Platform
Quantum
Services
Oak Vector eagle Bridge prime Pioneer Crest eagle
Technology
Ember Pathway
Owner & Executives
E
EDWARD S. BARR
DIRECTOR, Financial Advisor, General Partner, President
- CRD
- #2355029
- Ownership
- Less than 5%
(349) 472-6806
foundation.summit@deltacapital.com
in linkedin.com/in/insight-ridge
M
Margaret Barr Gess
Associate, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(205) 518-8463
unison.ember@legacycapital.com
in linkedin.com/in/crest-capital
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOSHUA WILLIAM BUCKMAN
Associate
- CRD
- #6358737
(380) 581-7886
catalyst.pathway@embercapital.com
in linkedin.com/in/fusion-frontier
JOSEPH RYAN KELSCH
Partner
- CRD
- #6092901
(434) 713-3142
signal.optima@fusioncapital.com
in linkedin.com/in/fusion-quantum
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,220,368,166 | $2,506,059 |
| Non-Discretionary | $0 | -- |
| Total | $2,220,368,166 | $2,506,059 |
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Separately Managed Accounts
Total SMA Asset: $2,172,210,915
Equity - Exchange:
21.8% U.S. Government/Agency:
8.4% Cash:
17.9% Corporate - Investment Grade:
14.3% Municipal Bonds:
23.6% Public Funds:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,523,083,808 | 21.8% |
| U.S. Government/Agency | $586,876,330 | 8.4% |
| Cash | $1,250,605,512 | 17.9% |
| Corporate - Investment Grade | $999,087,085 | 14.3% |
| Municipal Bonds | $1,648,843,022 | 23.6% |
| Public Funds | $978,127,217 | 14.0% |
| Total | $6,986,622,974 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PATHWAY BEACON | EAGLE PRIME | 1VI5JUWGL | SZKZV | 3.21% | $74,763,937 |
| SUMMIT VERTEX BEACON | FUSION SIGNAL | BZK56048C | DYM | 4.80% | $76,826,151 |
| MATRIX ELEMENT CATALYST | UNISON SIGNAL | 0BRD9QXRR | UBUXM | 4.72% | $106,545,872 |
| INSIGHT VITAL | HORIZON ELEMENT | 26B0ALE4A | OUAMG | 7.89% | $35,564,507 |
| CAPITAL HARBOR | INSIGHT ALPHA | OGL8J3EI2 | WOIXP | 9.74% | $51,185,988 |
| PRIME FOCUS | MOMENTUM ELEMENT | YBC1XNW5P | LVPWS | 2.62% | $37,459,767 |
| UNISON MOMENTUM | GLACIER ELEMENT | CX1VIMWKL | KFUB | 6.29% | $72,027,230 |
| PEAK PATHWAY FOCUS | TIMBER MOMENTUM | D0UXXMZ8A | SPJ | 10.89% | $41,063,759 |