{"url":"https://nivawealth.com/firms/carr-financial-group-317321","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317321","regulatoryAum":835932167,"crd":"317321","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4778492","suffix":null,"lastName":"CARELLI","firstName":"CHRISTOPHER","middleName":"PAUL"},{"crd":"2079826","suffix":null,"lastName":"CARR","firstName":"RICHARD","middleName":"MICHAEL"},{"crd":"6590090","suffix":null,"lastName":"CAULEY","firstName":"BENJAMIN","middleName":"WILLIAM"},{"crd":"4828297","suffix":null,"lastName":"LUCEY","firstName":"ANDREA","middleName":"LYNNE"},{"crd":"6734715","suffix":null,"lastName":"LYONS","firstName":"SPENCER","middleName":"MILLS"},{"crd":"8029839","suffix":null,"lastName":"MICHALOWSKI","firstName":"LEAH","middleName":"HELEN"}],"total":6,"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":"2022-06-03","regulatoryAum":436608961,"clients":439,"employees":7,"offices":1},{"filedOn":"2023-04-03","regulatoryAum":466935784,"clients":466,"employees":8,"offices":1},{"filedOn":"2024-02-01","regulatoryAum":553649818,"clients":492,"employees":8,"offices":1},{"filedOn":"2025-07-18","regulatoryAum":648435946,"clients":538,"employees":9,"offices":5},{"filedOn":"2026-09-30","regulatoryAum":835932167,"clients":625,"employees":9,"offices":5}],"secFileNumber":"801-123187","legalName":"Carr 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They include 427 individual clients, 192 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Carr Financial Group offer?","answer":"Carr Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, insurance, philanthropic planning, retirement plan services, 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":"How much does Carr Financial Group charge?","answer":"Carr Financial Group charges up to 2.00% a year for its Wealth Management. The fee is billed in advance.","source":"CARR ADV PART 2A, filed 15 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Carr Financial Group use?","answer":"Carr Financial Group’s separately managed account assets are held at Charles Schwab (San Francisco, CA), with $744M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Carr Financial Group have?","answer":"Carr Financial Group has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 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 Carr Financial Group invest in?","answer":"At the end of its last fiscal year, Carr Financial Group’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 9% cash and equivalents, 5% U.S. government and agency bonds and 1% state and local 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 Carr Financial Group?","answer":"Carr Financial Group’s direct owners are Benjamin Cauley (10% to 25%), Richard Carr (75% or more), Andrea Lucey (10% to 25%) and Spencer Lyons (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Carr Financial Group get paid?","answer":"Carr Financial Group is paid through a percentage of assets under management 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 Carr Financial Group?","answer":"Carr Financial Group’s main office is at 20 Park Avenue, Ste #201, Worcester, MA 01605. Its phone number is 508-795-0264. 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