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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-08-1993
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 30, 2026, reported AUM increased 12.6%, from $2.0B to $2.2B.
Across 5 reported observations, AUM increased 27.0% between March 25, 2022 and March 30, 2026, from $1.7B to $2.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 432 clients, or 144 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on March 30, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full E. S. Barr & Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD S. BARR
DIRECTOR, Financial Advisor, General Partner, President
- CRD
- #2355029
- Ownership
- Less than 5%
Margaret Barr Gess
Associate, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSHUA WILLIAM BUCKMAN
Associate
- CRD
- #6358737
Caswell Richard Fuller
Client Service and Business Development
- CRD
- #8303890
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
E. S. Barr & Company has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
E. S. Barr & Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.