Caswell Richard Fuller
Investment adviser representative at E. S. Barr & Company
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- E. S. Barr & CompanyJun 2026 to now
- Berkeley Research GroupMay 2022 to Jun 2026
- PricewaterhousecoopersSep 2020 to May 2022
- UnemployedMay 2020 to Sep 2020
- Mcm Cpas & AdvisorsMay 2019 to Aug 2019
- Billings Law FirmFeb 2018 to Aug 2018
- UnemployedMay 2017 to Aug 2017
- Transylvania UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
E. S. Barr & Company
Legal name: E.S. Barr & Company
$2.2BAssets managed
432Clients
5Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8303890
- Firm CRD
- 107447