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James Jeffrey Creel

Bares Capital Management, Inc.

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About James Jeffrey Creel

James Jeffrey Creel is a registered investment advisor representative. James is registered with Bares Capital Management, Inc. in Austin, Texas. James has been in the industry since 2006. James has passed the Series 7 and Series 65 exams. James is also a member of Mission Trail GP LP.

Firm Information

James Creel is currently registered with Bares Capital Management, Inc.. Bares Capital Management, Inc. is an investment advisor based in Austin, TX. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They have over $1 billion in regulatory assets under management and primarily serve charitable organizations, investment companies, pension and profit sharing plans, and pooled investment vehicles.
Bares Capital Management, Inc.

12600 HILL COUNTRY BLVD

AUSTIN, TX 78738

$1.17B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Creel’s Registration & Firm History

TX

10/21/2013 - Present

Bares Capital Management, Inc. (AUSTIN TX)

NY

05/19/2006 - 06/01/2007

MOLECULAR SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Jeffrey Creel.
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