Unclaimed
Brian Bares is a financial advisor based in Austin, Texas, and is the founder and managing partner of Bares Capital Management, Inc. Brian is an investment professional with 25 years of experience in the industry and holds the Series 7, 63, and 65 licenses. He is also a CFA charterholder. Prior to establishing Bares Capital Management, Brian worked as a financial advisor for Rafferty Capital Markets, Inc. and Choice Investments, Inc. Brian’s investment philosophy focuses on a customized approach to portfolio management, with a strong emphasis on risk management and long-term goals. Brian specializes in providing investment advice to individuals, families, and institutions, including pension and profit-sharing plans, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/17/2000 - Present
Bares Capital Management, Inc. (AUSTIN TX)
NY
12/21/1998 - 07/25/2000
RAFFERTY CAPITAL MARKETS, INC. (GARDEN CITY NY)
TX
07/03/1997 - 01/09/1999
CHOICE INVESTMENTS, INC. (AUSTIN TX)
IA
Issued 10/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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