Carr Financial Group
Carr Financial Group is an SEC-registered wealth manager in Worcester, MA with $744.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Carr Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317321, SEC 801-123187, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $744.2M (2026-05-29)
- Firm type
- Wealth Manager
- Location
- Worcester, MA
- Employees
- 9
- Clients
- 580
- CRD
- 317321
- Ownership
- CAULEY, BENJAMIN, WILLIAM; CARR, RICHARD, MICHAEL; LYONS, SPENCER, MILLS; LUCEY, ANDREA, LYNNE; Wagner, Julie, Ann
How much AUM does Carr Financial Group have?
Carr Financial Group reported $744.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Carr Financial Group?
Disclosed owners and executives of Carr Financial Group include CAULEY, BENJAMIN, WILLIAM, CARR, RICHARD, MICHAEL, LYONS, SPENCER, MILLS, LUCEY, ANDREA, LYNNE, Wagner, Julie, Ann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.