Carr Financial Group Corporation
● SEC registered since 2022CRD 317321SEC# 801-123187Worcester, MA
Reg. AUM
$835.9M
Employees
9
Accounts
1,675
Location
Worcester, MA
About Carr Financial Group Corporation
Carr Financial Group provides wealth management and financial planning intended to help families define success on their own terms. It provides multi-generational guidance through changing economic conditions, with plans rooted in client values and lifestyle.
Summary based on the firm’s website.
Carr Financial Group Corporation assets under management
Carr Financial Group Corporation is an investment advisory firm registered with the SEC based in Worcester, MA. The firm has been registered since 2022. It reports $835.9 million in regulatory assets under management and employs 9 people.
Carr Financial Group Corporation owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Lynne Lucey Control | Secretary | 10-25% | 2023 |
| Benjamin William Cauley Control | Treasurer | 10-25% | 2022 |
| Julie Ann Wagner | Chief Compliance Officer | Under 5% | 2026 |
| Richard Michael Carr Control | President | Over 75% | 2019 |
| Spencer Mills Lyons Control | Shareholder | 5-10% | 2025 |
Frequently asked questions
How much does Carr Financial Group Corporation manage?
Carr Financial Group Corporation reports $835.9 million in regulatory assets under management on its Form ADV.
How many employees does Carr Financial Group Corporation have?
Carr Financial Group Corporation reports 9 employees.
Where is Carr Financial Group Corporation located?
Carr Financial Group Corporation is based in Worcester, MA and has been SEC-registered since 2022.
Does Carr Financial Group Corporation disclose fund performance?
Carr Financial Group Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Park Avenue, Ste #201, Worcester, MA 01605 |
| Phone | (508) 795-0264 |
| Fax | (508) 422-0056 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 193123 |
| Discloses disciplinary history | No |
Regulatory AUM
$835.9M▲ 29%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$835.9Mregulatory AUM
Discretionary $835.9M