Barr Financial Services, LLC
Barr Financial Services, LLC is an SEC-registered wealth manager in Winter Park, FL with $269.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Barr Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125444, SEC 801-96310, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $269.2M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 2
- Clients
- 253
- CRD
- 125444
- Ownership
- YOUNG, KIRK, BARR; STEWART, MICHAEL, GREGORY
How much AUM does Barr Financial Services, LLC have?
Barr Financial Services, LLC reported $269.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Barr Financial Services, LLC?
Disclosed owners and executives of Barr Financial Services, LLC include YOUNG, KIRK, BARR, STEWART, MICHAEL, GREGORY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.