E. S. BARR & COMPANY

Legal name: E.S. BARR & COMPANY

CRD 107447File 801-42566

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.22B

Top 25% of cohort (national)

Discretionary AUM

$2.22B

Clients

432

886 accounts

Employees

Top 25% of cohort in KY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jan 8, 1993
Principal office: 1999 RICHMOND ROAD, SUITE 1B, LEXINGTON, KY, 40502
Phone: 859-266-1300
Website: HTTP://WWW.ESBARR.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.22B
Discretionary AUM: $2.22B
Non-discretionary AUM: $0
Discretionary accounts: 886
Non-discretionary accounts: 0
Total accounts: 886
AUM per client: $5.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$87.4M
Charitable organizations	10	$183.2M
High net worth individuals	270	$1.74B
Pooled investment vehicles	1	$48.2M
Pension and profit sharing plans	9	$22.5M
Individuals (other than high net worth individuals)	128	$134.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.