AdvisorCensus / Financial advisors / Connecticut / Barron Financial Group, LLP
Barron Financial Group, LLP is an SEC-registered investment advisory firm in Torrington, CT, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.
Quick answers
From the filingHow is Barron Financial Group, LLP compensated?
On its Form ADV (Item 5.E, October 2026), Barron Financial Group, LLP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Barron Financial Group, LLP charge?
Its Form ADV Part 2A brochure dated June 22, 2026 states: Hourly rate: $200 an hour (financial planning and consulting); Flat fee: $400 to $3,200 (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Barron Financial Group, LLP located?
Barron Financial Group, LLP's principal office is in Torrington, CT, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Barron Financial Group, LLP registered with the SEC or a state?
Barron Financial Group, LLP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 140504.
How much does Barron Financial Group, LLP manage?
Barron Financial Group, LLP reports $199,126,279 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (98% discretionary).
How have Barron Financial Group, LLP's assets and staff changed since 2022?
In the Form ADV data for Barron Financial Group, LLP: Regulatory assets under management: $115,126,041 in the October 2022 data and $199,126,279 in the October 2026 data, up 73%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Barron Financial Group, LLP serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (65); corporations or other businesses not listed above (1).
Which custodians does Barron Financial Group, LLP use?
Barron Financial Group, LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Barron Financial Group, LLP 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/140504
What changed in Barron Financial Group, LLP's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $168,766,517 to $199,126,279 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $200 an hour (financial planning and consulting)
The brochure's wording
Hourly Fee Services are offered based on an hourly fee of $200 per hour. If appropriate, an estimate for total hours is determined at the start of the advisory relationship.
Flat fee: $400 to $3,200 (financial planning and consulting)
The brochure's wording
Fixed Fee Services are offered based on a range of $400 - $3,200 depending on the complexity of the engagement. Up to 50% of the estimated fee is due upon signing the advisory agreement
As stated in the firm's Form ADV Part 2A brochure dated June 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$199,126,279 as of October 2026, filing dated June 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $199,126,279 | 3 | June 22, 2026 |
| October 2025 | $168,766,517 | 3 | March 4, 2025 |
| October 2024 | $131,631,890 | 4 | August 15, 2024 |
| October 2023 | $103,171,508 | 4 | September 5, 2023 |
| October 2022 | $115,126,041 | 4 | June 30, 2022 |
Regulatory assets under management: $115,126,041 in the October 2022 data and $199,126,279 in the October 2026 data, up 73%.
Total employees: 4 in October 2022 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $168,766,517 to $199,126,279 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Barron Financial Group, LLP (CRD 140504): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/barron-financial-group-llp-torrington-ct-140504