E. S. Barr & Company

Overview

E. S. Barr & Company is an SEC registered investment adviser based in Lexington, KY, registered since 1993. It reports $2.2B in assets under management across 886 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

100%

Accounts

886

Average account

$2.5M

Employees

6

Advisory reps

5

Registered since

1993

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Edward S Barr President, Director CRD 2355029
• Margaret Barr Gess Chief Compliance Officer CRD 6871978

Advisory reps 3 of 5

• Edward S Barr Investment Adviser Rep CRD 2355029
• Joshua William Buckman Investment Adviser Rep CRD 6358737
• Caswell Richard Fuller Investment Adviser Rep CRD 8303890

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1999 Richmond Rd Ste 1B
Lexington, KY 40502

County

Fayette

Metro area

Lexington-Fayette, KY

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: esbarr.com

Every state, with registration dates

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