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James Jeffrey Creel

BARES CAPITAL MANAGEMENT, INC.·AUSTIN, Texas
Clean recordBARES 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Jeffrey Creel is a registered financial advisor based in AUSTIN, Texas, affiliated with BARES CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BARES CAPITAL MANAGEMENT, INC.
BARES CAPITAL MANAGEMENT, INC.
AUM
$1.2B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BARES CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4990840
Firm CRD# 114428
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Jeffrey Creel offer?
James Jeffrey Creel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
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, working with BARES CAPITAL MANAGEMENT, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
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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Other Advisors at BARES CAPITAL MANAGEMENT, INC.

John Norman Dowling
AUSTIN, TX
Brian Timothy Bares
AUSTIN, TX
Joshua Kevin Braden
AUSTIN, TX
James Shel Bradshaw
AUSTIN, TX

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