BARBER FINANCIAL GROUP, INC.

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Barber Financial Group is based out of Lenexa. Barber Financial Group is a large advisory firm with 2237 clients and discretionary assets under management (AUM) of $1,128,435,814 (Form ADV from 2019-09-09). Their last reported 13F filing for Q4 2019 included $493,616,000 in managed 13F securities and a top 10 holdings concentration of 43.84%. Barber Financial Group's largest holding is SPDR Portfolio Total Stock Market ETF with shares held of 1,048,195. Whalewisdom has at least 14 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $493.616 Million
  • Prior Market Value $470.269 Million
  • New Purchases11 stocks
  • Additional Purchases63 stocks
  • Sold out of3 stocks
  • Reduced holdings in62 stocks
  • Top 10 Holdings % 43.84 %
  • Turnover % [1]:9.27%
  • Turnover Alt % [2]: 8.29 %
  • Time Held Top20:5.20 quarters
  • Time Held Top10:2.70 quarters
  • Time Held All:7.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.76%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BARBER FINANCIAL GROUP
13550 W 95TH ST
LENEXA KS    66215
Country: United States

Business Phone: 913-393-1000
Fax: 913-825-5951
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: KS
Number of employees: 44
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 5,443,430
Total Number of Clients: 2237
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1),11.D (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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BARBER FINANCIAL GROUP

ownership team - last updated 2019-09-09
Name Title Start Date Direct/Indirect % Ownership
BARBER, KIMBERLY, SUE SECRETARY 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SECRETARY direct 1999-11-01
BARBER FINANCIAL GROUP SECRETARY indirect 2011-01-01
BARBER, FRANK, DEAN CHIEF EXECUTIVE OFFICER 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01
BARBER HOLDINGS, INC SHAREHOLDER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SHAREHOLDER direct 2011-01-01
CLOUGH, THOMAS, DEAN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-01-01
GODKE, BRUCE, TAYLOR PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
SHEERIN, ERIC, JOHN PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
BARBER, MICHAEL, SHANE PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
HUBER, JOANN PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
BARBER, FRANK, DEAN SHAREHOLDER BARBER HOLDINGS, INC. 01/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01

BARBER FINANCIAL GROUP

ownership team - last updated 2019-04-23
Name Title Start Date Direct/Indirect % Ownership
BARBER, KIMBERLY, SUE SECRETARY 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SECRETARY direct 1999-11-01
BARBER FINANCIAL GROUP SECRETARY indirect 2011-01-01
BARBER, FRANK, DEAN CHIEF EXECUTIVE OFFICER 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01
BARBER HOLDINGS, INC SHAREHOLDER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SHAREHOLDER direct 2011-01-01
CLOUGH, THOMAS, DEAN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-01-01
GODKE, BRUCE, TAYLOR PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
SHEERIN, ERIC, JOHN PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
BARBER, MICHAEL, SHANE PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
HUBER, JOANN PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
BARBER, FRANK, DEAN SHAREHOLDER BARBER HOLDINGS, INC. 01/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01

BARBER FINANCIAL GROUP

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
BARBER, KIMBERLY, SUE SECRETARY 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SECRETARY direct 1999-11-01
BARBER FINANCIAL GROUP SECRETARY indirect 2011-01-01
BARBER, FRANK, DEAN CHIEF EXECUTIVE OFFICER 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01
BARBER HOLDINGS, INC SHAREHOLDER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SHAREHOLDER direct 2011-01-01
CLOUGH, THOMAS, DEAN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-01-01
GODKE, BRUCE, TAYLOR PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
SHEERIN, ERIC, JOHN PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
BARBER, MICHAEL, SHANE PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
HUBER, JOANN PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PARTNER direct 2018-01-01
BARBER, FRANK, DEAN SHAREHOLDER BARBER HOLDINGS, INC. 01/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01

BARBER FINANCIAL GROUP

ownership team - last updated 2017-09-06
Name Title Start Date Direct/Indirect % Ownership
BARBER HOLDINGS, INC SHAREHOLDER 01/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SHAREHOLDER direct 2011-01-01
BARBER, FRANK, DEAN CHIEF EXECUTIVE OFFICER 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01
BARBER, KIMBERLY, SUE SECRETARY 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP SECRETARY direct 1999-11-01
BARBER FINANCIAL GROUP SECRETARY indirect 2011-01-01
CLOUGH, THOMAS, DEAN PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-01-01
BARBER, FRANK, DEAN SHAREHOLDER BARBER HOLDINGS, INC. 01/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BARBER FINANCIAL GROUP PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP CHIEF EXECUTIVE OFFICER direct 1999-11-01
BARBER FINANCIAL GROUP PRESIDENT indirect 2011-01-01
BARBER FINANCIAL GROUP SHAREHOLDER indirect 2014-01-01

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