# Carr Financial Group

Carr Financial Group is an Asset Manager based in Worcester.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Worcester
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** carrfinancial.com

## Regulatory record

- **CRD number:** 317321
- **SEC file number:** 801-123187
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317321

## About

CARR FINANCIAL GROUP is an SEC-registered investment adviser in Worcester, MA, registered since 2022. The firm manages approximately $744 million in regulatory assets. It has 9 employees and 7 investment advisers.

## Questions

### What is Carr Financial Group's investment strategy?

Carr Financial Group's investment strategy is not described in any public source. Without a Form ADV, marketing materials, or a named investment professional speaking on the record, allocators cannot verify the firm's asset-class focus, stage preferences, or portfolio-construction approach. Any strategy claim should be corroborated directly with the firm during diligence.

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- [PEAK FINANCIAL PLANNING](https://altss.com/profile/peak-financial-planning)

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Last updated: 2026-07-11T02:45:55.000Z

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