SourcingSourcing

BARR FINANCIAL SERVICES, LLC

B55
CRD 125444·SEC 801-96310·WINTER PARK, FL
AUM
$269.2M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$808K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BARR FINANCIAL SERVICES, LLC
CRD
125444
SEC file #
801-96310
EIN
—
DBA names
—

Economics

AUM
$269.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$127.7M → $269.2M▲ +111%
Client mix
Individuals Other156
Individuals High Net Worth97

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WINTER PARK FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/27/2026
ADV-W filed at
—
Website
barrllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YOUNG, KIRK, BARR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
YOUNG, KIRK, BARR
STEWART, MICHAEL, GREGORY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BARRLLC.COM
Rdap Domain Creation Date
2001-04-06T14:05:34Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-06T14:05:34Z
Rdap Domain Last Changed
2024-04-10T20:37:59Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1348461
Trust Company Affiliate
No

People (2)

2
YOUNG, KIRK, BARR
IAR · Direct Owner · 62.5%
1348461
STEWART, MICHAEL, GREGORY
IAR · Direct Owner · 37.5%
5941515