# 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.

- CRD: 140504
- Filed as: BARRON FINANCIAL GROUP, LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrington, CT
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140504
- AdvisorCensus page: https://advisorcensus.com/firm/barron-financial-group-llp-torrington-ct-140504

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 22, 2026)

- Hourly rate: $200 an hour (financial planning and consulting)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- National Financial Services LLC

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: $199,126,279
- Discretionary: $194,949,923
- Non-discretionary: $4,176,356

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $49,219,772 |
| High net worth individuals | 65 | $149,836,711 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $69,796 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NH, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Burlington, CT

### Websites listed on Form ADV (Item 1.I)
- [barronfinancialgroup.com](https://barronfinancialgroup.com)
- Facebook @BarronFinancialGroup
- LinkedIn @85889309
- YouTube @UCbPv-aiyJFhHHfUnzIIvg5Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $115,126,041 | 4 | June 30, 2022 |
| October 2023 | $103,171,508 | 4 | September 5, 2023 |
| October 2024 | $131,631,890 | 4 | August 15, 2024 |
| October 2025 | $168,766,517 | 3 | March 4, 2025 |
| October 2026 | $199,126,279 | 3 | June 22, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $168,766,517 to $199,126,279 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barron Financial Group, LLP (CRD 140504): Form ADV filing data as of October 2026.