E. S. Barr & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,879,087,443
Clients
398
Advisors
5
of 6 employees
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
Expertise
Fee options
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%
Account minimum: $1,000,000 Fee-only: Asset-based fees according to tiered schedule; no commissions or other fee-only structures stated
Main office
1999 Richmond Road, Suite 1 B
Lexington KY 40502
Advisors at this office
5
Most active in
California · Florida · Georgia · Illinois · Kentucky · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Barr E S & Co · E. S. Barr & Company · E.S. Barr & Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 credentials and having seven years of industry experience. He has previously worked at Deutsche Bank Securities Inc. and MJX Asset Management LLC. E.S. Barr & Company provides discretionary investment management to individuals, trusts, estates, retirement plans, foundations, and business entities through separately managed accounts. The firm employs a patient, research-driven fundamental value approach focused on business economics, margin of safety, and liquidity, with equity and fixed-income selections tailored to client objectives.
Caswell F
Series 65
Lexington, KY
E. S. Barr & Company
Caswell Fuller is a financial advisor at E. S. Barr & Company with a Series 65 designation and no prior industry experience. Before joining E. S. Barr & Company in 2026, he held roles at Berkeley Research Group and PricewaterhouseCoopers. E. S. Barr & Company provides discretionary investment management to individuals, trusts, estates, retirement plans, foundations, and other entities, employing a patient, research-driven fundamental value approach focused on business economics, margin of safety, and liquidity. The firm manages portfolios with a focus on publicly traded companies above $400 million in market capitalization and shorter-duration fixed-income instruments, and it operates alongside a private partnership with specific conflict-mitigation practices.
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.
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.
Jake K
Series 65
Lexington, KY
E. S. Barr & Company
Jake Keys is a financial advisor at E. S. Barr & Company with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Appalaches Capital, LLC, Point 72 Asset Management, L.P., and Aristides Capital LLC. Prior to his advisory career, he was involved in full-time education for several years. E. S. Barr & Company provides discretionary investment management services to individuals, trusts, retirement plans, foundations, and business entities. The firm employs a research-driven fundamental value approach, focusing on publicly traded companies with market capitalizations above $400 million and favoring shorter-duration, liquid fixed-income instruments.
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