WORCESTER, MACRD 317321Latest ADV February 19, 2026
Carr Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Worcester, MA. Its latest Form ADV filing, dated February 19, 2026, reports $744M in regulatory assets under management, 9 employees, 4 offices, and 1,560 accounts.
Assets Under Management
$744M
Employees
9
Offices
4 offices
Total Clients
580
Primary office
WORCESTER, MA
20 PARK AVENUE, STE #201, WORCESTER, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
391
2
HNWI
31.6%
183
3
Corporations
1.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$744Mas of February 19, 2026
Discretionary100.0%
$744M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$744M
Total Accounts1,560
10Y AUM Change+$744M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee64:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.