Unclaimed Profile

Joshua Kevin Braden

BARES CAPITAL MANAGEMENT, INC.·AUSTIN, Texas

Series 65Clean record12 years registeredBARES CAPITAL MANAGEMENT, INC.

12600 HILL COUNTRY BLVD, AUSTIN, TX 78738CRD# 6241871Firm CRD# 114428

Profile Verification

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

Identity

Joshua Kevin Braden · AUSTIN, TX

Registration

CRD #6241871 · 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.

Nov 2013 – Jan 2022

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 11, 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 Joshua Kevin Braden offer?

Joshua Kevin Braden specializes in Investment Management, Retirement Planning, Wealth Management.

What are Joshua Kevin Braden's credentials?

Joshua Kevin Braden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Kevin Braden located?

Joshua Kevin Braden is based in AUSTIN, Texas, last registered with BARES CAPITAL MANAGEMENT, INC..

How does Joshua Kevin Braden charge for services?

Joshua Kevin Braden'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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