Carr Financial Group Corporation
● SEC registered since 2022CRD 317321SEC# 801-123187Worcester, MA
Reg. AUM
$744.2M
Employees
9
Accounts
1,560
Location
Worcester, MA
Carr Financial Group Corporation assets under management
Carr Financial Group Corporation is an investment advisory firm registered with the SEC based in Worcester, MA. The firm has been registered since 2022. It reports $744.2 million in regulatory assets under management and employs 9 people.
Carr Financial Group Corporation owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Lynne Lucey Control | Secretary | 10-25% | 2023 |
| Benjamin William Cauley Control | Treasurer | 10-25% | 2022 |
| Julie Ann Wagner | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Carr Financial Group Corporation manage?
Carr Financial Group Corporation reports $744.2 million in regulatory assets under management on its Form ADV.
How many employees does Carr Financial Group Corporation have?
Carr Financial Group Corporation reports 9 employees.
Where is Carr Financial Group Corporation located?
Carr Financial Group Corporation is based in Worcester, MA and has been SEC-registered since 2022.
Does Carr Financial Group Corporation disclose fund performance?
Carr Financial Group Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Park Avenue, Ste #201, Worcester, MA 01605 |
| Phone | (508) 795-0264 |
| Fax | (508) 422-0056 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 193123 |
| Discloses disciplinary history | No |
Regulatory AUM
$744.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$744.2Mregulatory AUM
Discretionary $744.2M