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Barr & Company have?","answer":"E.S. Barr & Company has 432 clients and manages $2.22 billion for them, as of March 2026. They include 270 high-net-worth individuals, 128 individual clients, and 14 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does E.S. Barr & Company offer?","answer":"E.S. Barr & Company provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does E.S. Barr & Company charge?","answer":"E.S. Barr & Company charges 0.50%–1.25% a year for its Portfolio value fee schedule. The fee is billed in advance.","source":"E.S. BARR & COMPANY ADV PART 2A & 2B - 03/30/26, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does E.S. Barr & Company use?","answer":"E.S. Barr & Company’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.37B and Charles Schwab & Co., Inc. (San Francisco, CA), with $749M. 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 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does E.S. Barr & Company have?","answer":"E.S. Barr & Company has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 E.S. Barr & Company invest in?","answer":"At the end of its last fiscal year, E.S. Barr & Company’s separately managed accounts held 88% exchange-traded equities, 6% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.","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 E.S. Barr & Company?","answer":"E.S. Barr & Company is owned through a holding company by Edward Barr. Its direct owner is E.s. 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