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 organized as a corporation and SEC-registered in 2022. The firm is individually owned and positions itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of external advisers. Carr Financial Group also operates an insurance brokerage line alongside its advisory business. Fee arrangements combine asset-based fees and fixed fees.
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 1
Benjamin Cauley
COO & PartnerCRD 6590090
Contacts
3 of 6
Mark 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 99Active vs passive
$369M in ETFs
77%
$284M
10%
$85.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $31.6M | 430,838 | 8.57% |
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
Similar firms
New Harbor Financial Group, LLC
RIAWorcester, MA
Carl P. Sherr & Co, LLC
RIAWorcester, MA
Cutler Capital Management
RIAWorcester, MA
Worcester Advisors
RIAWorcester, MA
SEB Financial Services, LLC
RIAWorcester, MA
Bartholomew & Company Wealth Management, LLC
RIAWorcester, MA