Barr E S & Co (Lexington)

Name: Barr E S & Co
Address: 1999 Richmond Road, Lexington, KY, 40502
Telephone: 859-266-1300

Barr E S & Co is a large advisory firm based in Lexington. It manages $724.96 million of regulatory assets for 662 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Illinois, and 4 other states.

Barr E S & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barr E S &: assets under management

The assets under management (AUM) of Barr E S & Co is $724.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $724.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barr E S & Co for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barr E S & Co

Alexander Gould Campbell has been acting as President since 1 Sep 1992. Shannon Kay Bradbury joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Gould Campbell	Shareholder/director	1 Sep 1992	Other	1475231
Edward Barr	President/shareholder/director	1 Sep 1992	25% - 50%	2355029
James Graham Kenan	Director	1 Sep 1992	Other	4345892
William Thompson Young	Shareholder/director	1 Sep 1992	Other	4345894
Angela Thomas	Chief compliance officer	1 Jan 2004	Other	2912888
Llc E.S. Barr Holdings	Parent company	1 Mar 2004	75% - 100%	20-0803718
Shannon Kay Bradbury	Chief compliance officer	1 Aug 2006	Other	5208259

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Gould Campbell	Member/director	1 Mar 2004	25% - 50%	1475231
William Thompson Young	Member/director	1 Mar 2004	25% - 50%	4345894
Edward Barr	President/member/director	1 Mar 2004	25% - 50%	2355029

Based in Lexington

The principal office where Barr E S & Co performs its advisory services is located at 1999 Richmond Road, Lexington, KY 40502, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-266-1300 or by fax 859-266-1544. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.esbarr.com.