Unclaimed Profile

James Shel Bradshaw

BARES CAPITAL MANAGEMENT, INC.·AUSTIN, Texas

Series 65Clean record24 years registeredBARES CAPITAL MANAGEMENT, INC.

12600 HILL COUNTRY BLVD, AUSTIN, TX 78738CRD# 4528771Firm CRD# 114428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Shel Bradshaw · AUSTIN, TX

Registration

CRD #4528771 · BARES CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARES CAPITAL MANAGEMENT, INC.

BARES CAPITAL MANAGEMENT, INC.

Mar 2002 – Jan 2026

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARES CAPITAL MANAGEMENT, INC.

CRD 114428 · SEC 801-63780

AUM

$1.2B

Regulatory assets under management

Employees

27 client accounts

Services offered by BARES CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BARES CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Shel Bradshaw offer?

James Shel Bradshaw specializes in Investment Management, Retirement Planning, Wealth Management.

What are James Shel Bradshaw's credentials?

James Shel Bradshaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Shel Bradshaw located?

James Shel Bradshaw is based in AUSTIN, Texas, last registered with BARES CAPITAL MANAGEMENT, INC..

How does James Shel Bradshaw charge for services?

James Shel Bradshaw's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BARES CAPITAL MANAGEMENT, INC.?

BARES CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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