E. S. Barr & Company

E.S. Barr & Company is a SEC-registered investment adviser established in 1992 by Edward S. Barr in Lexington, Kentucky. The firm offers investment management services on a discretionary basis, focusing on delivering superior risk-adjusted investment returns while emphasizing capital preservation. Client accounts are managed separately, allowing for customized asset allocation based on individual needs and risk tolerance. As of December 31, 2024, the firm managed $1,971,942,913 of client assets on a discretionary basis. Fees are charged based on the value of assets under management, with annualized rates ranging from 0.50% to 1.25%. The firm does not charge performance-based fees. Edward S. Barr also engages in an investment advisory role for Sandfly Partners, Ltd., which may earn performance-based fees. The firm's investment philosophy centers on a patient, disciplined fundamental value approach, focusing on publicly traded securities as if buying into a private business. They primarily invest in individual equities and may utilize government, corporate, and municipal debt obligations. Clients include individuals, high-net-worth individuals, trusts, and corporations, with a minimum account size of $1 million. The firm does not vote client securities and does not have custody of client assets. Clients receive quarterly account statements from the custodian. The firm operates under the leadership of Edward S. Barr, with a team of experienced professionals dedicated to client service and compliance.