E. S. Barr & Company

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Client assets under management

$1,879,087,443

Clients

398

68% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

133

Very High

Average account size

$4,721,325

About

E.S. Barr & Company provides discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, foundations and other business entities through separately managed accounts, generally subject to a stated account minimum. The firm’s client base is custodied with third‑party brokers and accounts are reviewed on an ongoing basis with periodic written communications to clients.

The firm follows a patient, research‑driven fundamental value approach that emphasizes underlying business economics, margin of safety and liquidity considerations; equity selections are generally limited to publicly traded companies with market capitalizations above roughly $400 million, and fixed‑income allocations favor shorter‑duration, liquid instruments such as U.S. Treasuries. Accounts are customized to client objectives and billed on an asset‑based basis — the firm does not charge performance‑based fees to its advisory clients, although personnel are involved with a related private limited partnership that may impose incentive fees and can receive allocations alongside managed accounts.

What distinguishes the firm is its involvement with pooled investment activity and side‑by‑side management practices that are less common among peers: firm personnel participate in a private partnership that can receive performance fees, and the firm describes pro‑rata allocations and block trade procedures to manage overlapping opportunities between that pooled vehicle and client accounts. The firm also maintains specific conflict‑mitigation and personal‑trading controls (including pre‑clearance requirements and monitoring), does not vote client proxies, and does not offer standalone financial planning services.

Client services

Portfolio management

Expertise

Wealth management Active portfolio management Tax-loss harvesting

Fee options

Percentage

less than $500,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%

Other

Account minimum: $1,000,000 Fee-only: Asset-based fees according to tiered schedule; no commissions or other fee-only structures stated

Main office location

E. S. Barr & Company

1999 Richmond Road, Suite 1 B

Lexington KY 40502, United States

Number of offices

Most active in

California · Florida · Georgia · Illinois · Kentucky · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 859-266-1300

Advisors at this firm

Joshua B

Series 63, Series 65

Lexington, KY

E. S. Barr & Company

Joshua Buckman is a financial advisor with E. S. Barr & Company in Lexington, KY, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining E. S. Barr & Company in 2019, he worked at Deutsche Bank Securities Inc. and MJX Asset Management LLC. He also has a background in academia from Transylvania University. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm employs a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically investing in companies with market capitalizations above $400 million.

Wealth management Active portfolio management Tax-loss harvesting

Edward B

Series 63

Lexington, KY

E. S. Barr & Company

Edward Barr is a financial advisor at E. S. Barr & Company in Lexington, KY, holding a Series 63 designation with 32 years of industry experience. He has been with E. S. Barr & Company since 1992. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm employs a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically investing in companies with market capitalizations above $400 million.

Wealth management Active portfolio management Tax-loss harvesting

Joseph K

CFP®, Series 65

Lexington, KY

E. S. Barr & Company

Joseph Kelsch is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has been with E. S. Barr & Company since 2014. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm follows a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically managing customized portfolios with individual equities and fixed-income securities.

Wealth management Active portfolio management Tax-loss harvesting

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