# Barry Investment Advisors, LLC

> Barry Investment Advisors, LLC is an SEC-registered investment advisory firm in New Bedford, MA, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 144955
- Filed as: BARRY INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Bedford, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144955
- AdvisorCensus page: https://advisorcensus.com/firm/barry-investment-advisors-llc-new-bedford-ma-144955

## Quick answers

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

**Where is Barry Investment Advisors, LLC located?**
Barry Investment Advisors, LLC's principal office is in New Bedford, MA, according to its Form ADV.

**Is Barry Investment Advisors, LLC registered with the SEC or a state?**
Barry Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144955.

**How much does Barry Investment Advisors, LLC manage?**
Barry Investment Advisors, LLC reports $846,769,663 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (81% discretionary).

**How have Barry Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Barry Investment Advisors, LLC: Regulatory assets under management: $666,839,248 in the October 2021 data and $846,769,663 in the October 2026 data, up 27%. Total employees: 13 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barry Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (182); charitable organizations (5).

**Which custodians does Barry Investment Advisors, LLC use?**
Barry Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Barry Investment Advisors, 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/144955

**Does Barry Investment Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "As a condition for starting and maintaining a relationship, BIA generally imposes a minimum portfolio size of $1,000,000."

**What changed in Barry Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $712,576,826 to $846,769,663 (+19%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $1,000,000

> As a condition for starting and maintaining a relationship, BIA generally imposes a minimum portfolio size of $1,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $846,769,663
- Discretionary: $688,009,533
- Non-discretionary: $158,760,130

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $73,944,541 |
| High net worth individuals | 182 | $753,380,493 |
| 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) | 2 | $14,756,395 |
| Charitable organizations | 5 | $4,688,234 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (18 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, LA, MA, MD, NE, NH, NY, RI, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [barryinvestmentadvisors.com](https://barryinvestmentadvisors.com)
- [vimeo.com](https://vimeo.com)
- LinkedIn @BARRY-INVESTMENT-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $666,839,248 | 13 | March 12, 2021 |
| October 2022 | $750,026,189 | 13 | March 21, 2022 |
| October 2023 | $656,924,508 | 12 | May 26, 2023 |
| October 2024 | $654,891,161 | 11 | March 29, 2024 |
| October 2025 | $712,576,826 | 10 | March 18, 2025 |
| October 2026 | $846,769,663 | 12 | March 27, 2026 |

Regulatory assets under management: $666,839,248 in the October 2021 data and $846,769,663 in the October 2026 data, up 27%.
Total employees: 13 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $712,576,826 to $846,769,663 (+19%).

### January 2026
- No longer registered or notice-filed in GA, NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barry Investment Advisors, LLC (CRD 144955): Form ADV filing data as of October 2026.