{"url":"https://nivawealth.com/firms/barr-financial-services-125444","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/125444","regulatoryAum":269200387,"crd":"125444","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5941515","suffix":null,"lastName":"STEWART","firstName":"MICHAEL","middleName":"GREGORY"},{"crd":"1348461","suffix":null,"lastName":"YOUNG","firstName":"KIRK","middleName":"BARR"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-03","regulatoryAum":159911912,"clients":228,"employees":2,"offices":1},{"filedOn":"2022-02-10","regulatoryAum":187107401,"clients":233,"employees":2,"offices":1},{"filedOn":"2023-02-10","regulatoryAum":178130011,"clients":251,"employees":2,"offices":1},{"filedOn":"2024-01-17","regulatoryAum":201181797,"clients":233,"employees":2,"offices":1},{"filedOn":"2025-07-22","regulatoryAum":235111173,"clients":242,"employees":2,"offices":1},{"filedOn":"2026-05-05","regulatoryAum":269200387,"clients":253,"employees":2,"offices":1}],"secFileNumber":"801-96310","legalName":"Barr Financial Services, LLC","displayName":"Barr Financial Services","slug":"barr-financial-services-125444","website":"https://barrllc.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/125444/ecda80e30b2e4b33-r1.webp","tone":"light","width":379,"height":200,"sourceUrl":"https://barrllc.com/","sourceLabel":"Barr Financial Services, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/barr-financial-services-llc/","founded":"2000","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2160 North Park Avenue","city":"Winter Park","state":"FL","stateName":"Florida","country":"United States","postalCode":"32789"},"tradeNames":[],"registration":{"secApproved":"26 May 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1053274.7233201582,"staff":{"employees":2,"advisory":2,"brokerDealerReps":2,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":269200387,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":269200387,"nonDiscretionaryAccounts":733,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":156,"regulatoryAum":46968812},{"label":"High-net-worth individuals","clients":97,"regulatoryAum":219509693},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":813431},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1908451}],"feePrograms":[{"role":"other","program":"Educational Classes","summary":"Class fees of $50 to $100 per attendee, paid in advance; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004283","versionId":1004283,"submittedOn":"2026-01-27","documentName":"BARR BROCHURE"},{"role":"other","program":"Financial Planning","summary":"Flat fees of $450 to $3,500, or hourly fees of $250 to $370 with a two-hour minimum; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004283","versionId":1004283,"submittedOn":"2026-01-27","documentName":"BARR BROCHURE"},{"role":"other","program":"Individual Consultations","summary":"Flat fees of $450 to $3,500, or hourly fees of $250 to $370 with a two-hour minimum; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004283","versionId":1004283,"submittedOn":"2026-01-27","documentName":"BARR BROCHURE"},{"role":"other","program":"Non-Securities Related Advisory Services","summary":"Flat fees of $450 to $3,500, or hourly fees of $250 to $370 with a two-hour minimum; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004283","versionId":1004283,"submittedOn":"2026-01-27","documentName":"BARR BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:47:04.153717+00:00","documents":[{"name":"BARR BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004283","versionId":1004283,"submittedOn":"2026-01-27"}]},"custodians":[{"name":"SEI Private Trust Company","shortName":"SEI Private Trust","location":"Oaks, PA","smaAssets":269200387}],"custodyNote":"Barr Financial Services does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kirk Young","title":"Managing Member, Chief Compliance Officer","crd":"1348461"},{"name":"Michael Stewart","title":"Owner","crd":"5941515"}],"ownership":[{"label":"Kirk Young","detail":"Managing member, chief compliance officer in the 50% to 75% ownership band and a control person, since November 2000."},{"label":"Michael Stewart","detail":"Owner in the 25% to 50% ownership band, since October 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2160 North Park Avenue","city":"Winter Park","headquarters":true}]}],"brochureServices":["business succession planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-622-0018","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops","Other"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":6},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":59},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"5 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/125444/PDF/125444.pdf","brochureDate":"27 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004283","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Barr Financial Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Barr Financial Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Barr Financial Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Barr Financial Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Barr Financial Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Barr Financial Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Barr Financial Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Barr Financial Services?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}