Unclaimed Profile

James Jeffrey Creel

BARES CAPITAL MANAGEMENT, INC.·AUSTIN, Texas

Series 7, Series 65Clean record12 years registeredBARES CAPITAL MANAGEMENT, INC.

12600 HILL COUNTRY BLVD, AUSTIN, TX 78738CRD# 4990840Firm CRD# 114428

Profile Verification

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

Identity

James Jeffrey Creel · AUSTIN, TX

Registration

CRD #4990840 · BARES CAPITAL MANAGEMENT, INC. · 12 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.

Oct 2013 – Jan 2026

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · October 21, 2013

Years registered · 12

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 Jeffrey Creel offer?

James Jeffrey Creel specializes in Investment Management, Retirement Planning, Wealth Management.

What are James Jeffrey Creel's credentials?

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

Where is James Jeffrey Creel located?

James Jeffrey Creel is based in AUSTIN, Texas, last registered with BARES CAPITAL MANAGEMENT, INC..

How does James Jeffrey Creel charge for services?

James Jeffrey Creel'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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