CARR FINANCIAL GROUP
Firm details
- Headquarters
- WORCESTER, Massachusetts
- CRD number
- 317321
- Registered since
- February 7, 2022
- Website
- www.carrfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.44%
- Individuals17.7%
- Charitable Organizations0.52%
- Corporations / Businesses0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Carr Financial Group is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves both individual/family and institutional clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. It also offers selection-of-other-advisers services and operates an insurance brokerage practice. Carr Financial Group charges fees based on a percentage of assets under management and by fixed fees, and it identifies itself as a capital allocator that places client capital with external managers. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities23%
- Cash & Cash Equivalents9%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
1 of 1BENJAMIN CAULEY
COO & PartnerCRD 6590090
Contacts
3 of 6MARK DISTEFANO
Associate Financial PlannerCRD 7747034
LEAH MICHALOWSKI
Financial AdvisorCRD 8029839
CHRISTOPHER CARELLI
Partner, Financial PlannerCRD 4778492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$322M in ETFs
78%
$249M
11%
$72.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $34.9M | 473,626 | 10.84% |
Location
WORCESTER, MA
WORCESTER
Location
WORCESTER, MA
Headquartered in WORCESTER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 20 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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