# Barr Financial Services, LLC

> Barr Financial Services, LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 125444
- Filed as: BARR FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125444
- AdvisorCensus page: https://advisorcensus.com/firm/barr-financial-services-llc-winter-park-fl-125444

## Quick answers

**How is Barr Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barr Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Barr Financial Services, LLC located?**
Barr Financial Services, LLC's principal office is in Winter Park, FL, according to its Form ADV.

**Is Barr Financial Services, LLC registered with the SEC or a state?**
Barr Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 125444.

**How much does Barr Financial Services, LLC manage?**
Barr Financial Services, LLC reports $269,200,387 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (0% discretionary).

**How have Barr Financial Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Barr Financial Services, LLC: Regulatory assets under management: $159,911,912 in the October 2021 data and $269,200,387 in the October 2026 data, up 68%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barr Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (156); high net worth individuals (97).

**Which custodians does Barr Financial Services, LLC use?**
Barr Financial Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Private Trust Co as a custodian holding 10% or more of its separately managed account assets.

**Does Barr Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125444

**What changed in Barr Financial Services, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $235,111,173 to $269,200,387 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- SEI Private Trust Co

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $269,200,387
- Discretionary: $0
- Non-discretionary: $269,200,387

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $46,968,812 |
| High net worth individuals | 97 | $219,509,693 |
| Charitable organizations | Fewer than 5 | $813,431 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,908,451 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barrllc.com
- Facebook @BARRLLC
- Instagram @barrfinancialservicesllc
- LinkedIn @barr-financial-services-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,911,912 | 2 | February 3, 2021 |
| October 2022 | $187,107,401 | 2 | February 10, 2022 |
| October 2023 | $178,130,011 | 2 | February 10, 2023 |
| October 2024 | $201,181,797 | 2 | August 26, 2024 |
| October 2025 | $235,111,173 | 2 | July 22, 2025 |
| October 2026 | $269,200,387 | 2 | May 5, 2026 |

Regulatory assets under management: $159,911,912 in the October 2021 data and $269,200,387 in the October 2026 data, up 68%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $235,111,173 to $269,200,387 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barr Financial Services, LLC (CRD 125444): Form ADV filing data as of October 2026.