Overview
- Headquarters
- Lexington, KY
- Total Firm Assets
- $2.2 billion
- Average High-Net-Worth Client Portfolio Size
- $6.5 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: E.S. BARR & COMPANY ADV PART 2A & 2B - 03/27/25 (2025-03-27)
· View brochure text
Latest filing: E.S. BARR & COMPANY ADV PART 2A & 2B - 03/30/26 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $4,000,000 | 0.75% |
| $4,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $38,750 | 0.78% |
| $10 million | $63,750 | 0.64% |
| $50 million | $263,750 | 0.53% |
| $100 million | $513,750 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 78.57%
- Number of High-Net-Worth Clients
- 270
- Total Client Accounts
- 886
- Discretionary Accounts
- 886
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 107447
- E.S. BARR & COMPANY ADV PART 2A & 2B - 03/30/26 (2026-03-30) · View brochure text
- E.S. BARR & COMPANY ADV PART 2A & 2B - 03/27/25 (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗