James G. Birdsall

BRASADA CAPITAL MANAGEMENT, LP

Houston, TX 77027

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CRD#: 2634921

Professional summary

James Gabriel Birdsall, who also goes by Gabe Birdsall, James G Birdsall, is a registered financial advisor currently at BRASADA CAPITAL MANAGEMENT, LP located in Houston, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. James has worked at 2 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabe Birdsall | James G Birdsall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gabriel Birdsall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2008 - Present

BRASADA CAPITAL MANAGEMENT, LP

Office #1: 3200 Southwest Freeway Suite 2160, Houston, TX 77027

RIA

CRD#: 147775

Houston, TX

Past

February 4, 1999 - February 7, 2008

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

August 2, 1995 - October 1, 1998

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRASADA CAPITAL MANAGEMENT, LP

BRASADA ADVISORS, LLC | BRASADA CAPITAL MANAGEMENT, LP

CRD#: 147775 / SEC#: 801-77857

RIA

Registered Investment Advisory firm - (4/12/2013 Approved)

Texas

Registered Investment Advisory firm - (9/24/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/31/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/1/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRASADA CAPITAL MANAGEMENT, LP

BRASADA ADVISORS, LLC | BRASADA CAPITAL MANAGEMENT, LP

CRD#: 147775 / SEC#: 801-77857

RIA

Registered Investment Advisory firm - (4/12/2013 Approved)

Texas

Registered Investment Advisory firm - (9/24/2013 Terminated)

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Contact information

Main Address

3200 Southwest Freeway Suite 2160, Houston, TX 77027

Mailing Address

Phone number

(713) 630-8390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRASADA CAPITAL MANAGEMENT, LP FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	917
AUM (Assets Under Management)	$ 755,435,569

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James G. Birdsall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gabriel Birdsall's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRASADA CAPITAL MANAGEMENT, LP

INVESCO DISTRIBUTORS, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

BRASADA CAPITAL MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2008

Series 6

Date: 8/1/1995

Current Firm

BRASADA CAPITAL MANAGEMENT, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRASADA CAPITAL MANAGEMENT, LP

TRUST BUT VERIFY

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