Barr Financial Services, LLC
● SEC registered since 2015CRD 125444SEC# 801-96310Winter Park, FL
Reg. AUM
$269.2M
Employees
2
Accounts
733
Location
Winter Park, FL
Barr Financial Services, LLC assets under management
Barr Financial Services, LLC is an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2015. It reports $269.2 million in regulatory assets under management and employs 2 people.
Barr Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Barr Young Control | Managing Member, Chief Compliance Officer | 50-75% | 2000 |
| Michael Gregory Stewart | Owner | 25-50% | 2021 |
Frequently asked questions
How much does Barr Financial Services, LLC manage?
Barr Financial Services, LLC reports $269.2 million in regulatory assets under management on its Form ADV.
How many employees does Barr Financial Services, LLC have?
Barr Financial Services, LLC reports 2 employees.
Where is Barr Financial Services, LLC located?
Barr Financial Services, LLC is based in Winter Park, FL and has been SEC-registered since 2015.
Does Barr Financial Services, LLC disclose fund performance?
Barr Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2160 North Park Avenue, Winter Park, FL 32789 |
| Phone | 407-622-0018 |
| Fax | 407-478-5098 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$269.2M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$269.2Mregulatory AUM
Discretionary $0Non-discretionary $269.2M