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BARRON FINANCIAL GROUP, LLP
CRD 140504File 801-123451
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$199.1M
Below cohort median (national)
Discretionary AUM
$194.9M
Non-discretionary $4.2M
Clients
193
499 accounts
Employees
3
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 15, 2022
- Principal office
- 103 ALBERT STREET, TORRINGTON, CT, 06790
- Phone
- 860.489.0432
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $199.1M
- Discretionary AUM
- $194.9M
- Non-discretionary AUM
- $4.2M
- Discretionary accounts
- 437
- Non-discretionary accounts
- 62
- Total accounts
- 499
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $70K |
| High net worth individuals | 65 | $149.8M |
| Individuals (other than high net worth individuals) | 127 | $49.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.