Barr Financial Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, business succession planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Barr Financial Services reports 253 clients. They include 156 individual clients and 97 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $269M across 733 accounts are not. Of its clients, 1% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 17% |
| High-net-worth individuals | 38% | 82% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 156 | $47M | 17.4% | $301K |
| High-net-worth individuals | 97 | $220M | 81.5% | $2.26M |
| Charitable organizations | Fewer than 5 | $813K | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $1.91M | 0.7% | — |
| Total | 253 | $269M | 100% | — |
- Clients
- 156
- Regulatory AUM
- $47M
- AUM share
- 17.4%
- Avg. per client
- $301K
- Clients
- 97
- Regulatory AUM
- $220M
- AUM share
- 81.5%
- Avg. per client
- $2.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $813K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.91M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 253
- Regulatory AUM
- $269M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Barr Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Educational Classes
- Class fees of $50 to $100 per attendee, paid in advance; negotiable.
- Financial Planning
- Flat fees of $450 to $3,500, or hourly fees of $250 to $370 with a two-hour minimum; negotiable.
- Individual Consultations
- Flat fees of $450 to $3,500, or hourly fees of $250 to $370 with a two-hour minimum; negotiable.
- Non-Securities Related Advisory Services
- Flat fees of $450 to $3,500, or hourly fees of $250 to $370 with a two-hour minimum; negotiable.
Kirk Young owns 50% to 75% of Barr Financial Services. The leadership team of Barr Financial Services includes Chief Compliance Officer Kirk Young. It has 2 employees.
Leadership
- Kirk YoungManaging Member, Chief Compliance Officer
- Michael StewartOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Michael Gregory Stewart
- Kirk Barr Young
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Barr Financial Services, LLC
Kirk Young
Control person · since November 2000
- Owns 25% to 50% of Barr Financial Services, LLC
Michael Stewart
since October 2021
Barr Financial Services’ regulatory assets grew 1.7× from $160M (February 2021) to $269M (May 2026); clients rose from 228 to 253 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $269M | 253 | 2 | 1 |
| July 2025 | $235M | 242 | 2 | 1 |
| January 2024 | $201M | 233 | 2 | 1 |
| February 2023 | $178M | 251 | 2 | 1 |
| February 2022 | $187M | 233 | 2 | 1 |
| February 2021 | $160M | 228 | 2 | 1 |
Besides its headquarters, Barr Financial Services has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2160 North Park Avenue, Winter ParkHQ
Contact and registration details
- Legal name
- Barr Financial Services, LLC
- Headquarters
- 2160 North Park Avenue, Winter Park, FL 32789
- Website
- barrllc.com
- Phone
- 407-622-0018
- @barr-financial-services-llc
- SEC file
- 801-96310
- Founded
- 2000
- Structure
- Florida LLC
- Fiscal year end
- December
Barr Financial Services uses SEI Private Trust ($269M) as custodian for its separately managed accounts. Barr Financial Services does not have custody of client assets.
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $269M100%
At year end, Barr Financial Services’ separately managed accounts were mostly in funds (59%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds59%
- Bonds12%
- State and local bonds6%
- U.S. government and agency bonds4%
- Investment grade corporate bonds2%
- Cash6%
How many clients does Barr Financial Services have?
Barr Financial Services has 253 clients and manages $269 million for them, as of May 2026. They include 156 individual clients and 97 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Barr Financial Services offer?
Barr Financial Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, business succession planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Barr Financial Services use?
Barr Financial Services’ separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $269M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Barr Financial Services have?
Barr Financial Services has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Barr Financial Services invest in?
At the end of its last fiscal year, Barr Financial Services’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 6% state and local bonds, 6% cash and equivalents, 4% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Barr Financial Services?
Barr Financial Services’ direct owners are Kirk Young (50% to 75%) and Michael Stewart (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Barr Financial Services get paid?
Barr Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Barr Financial Services?
Barr Financial Services’ main office is at 2160 North Park Avenue, Winter Park, FL 32789. Its phone number is 407-622-0018. Its website is barrllc.com.