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BARRON FINANCIAL GROUP, LLP

TORRINGTON, CT · CRD 140504 · IAPD ↗ · 860.489.0432

$199.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — BARRON FINANCIAL GROUP, LLP reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2025 — BARRON FINANCIAL GROUP, LLP reported RAUM up 28% ($131.6M -> $168.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — BARRON FINANCIAL GROUP, LLP reported RAUM up 28% ($103.2M -> $131.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.