James J. Creel

BARES CAPITAL MANAGEMENT

Austin, TX 78738

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CRD#: 4990840

Professional summary

James Jeffrey Creel, who also goes by James Jeffrey Creel Jr., is a registered financial advisor currently at BARES CAPITAL MANAGEMENT, INC. located in Austin, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Jeffrey Creel Jr.

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.

NAME: MISSION TRAIL GP LP, INVESTMENT RELATED, ADDRESS: AUSTIN, TX. START DATE: JANUARY 2022, HOURS PER MONTH DEVOTED AND HOURS DEVOTED DURING TRADING HOURS: 0, DUTIES: SERVES AS A MEMBER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Jeffrey Creel'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 21, 2013 - Present

BARES CAPITAL MANAGEMENT, INC.

Office #1: 12600 Hill Country Blvd Suite R-230, Austin, TX 78738

RIA

CRD#: 114428

Austin, TX

Past

May 19, 2006 - June 1, 2007

MOLECULAR SECURITIES INC.

CRD#: 107165

NEW YORK, NY

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".

BARES CAPITAL MANAGEMENT, INC.

BARES CAPITAL MANAGEMENT, INC. | TOWN LAKE CAPITAL MANAGEMENT

CRD#: 114428 / SEC#: 801-63780

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

Nebraska

Registered Investment Advisory firm - (1/4/2005 Terminated)

Texas

Registered Investment Advisory firm - (1/5/2005 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
(10/21/2013)

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: 10/21/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/2006

General Securities Representative Examination

Current Firm

BARES CAPITAL MANAGEMENT, INC.

BARES CAPITAL MANAGEMENT, INC. | TOWN LAKE CAPITAL MANAGEMENT

CRD#: 114428 / SEC#: 801-63780

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

Nebraska

Registered Investment Advisory firm - (1/4/2005 Terminated)

Texas

Registered Investment Advisory firm - (1/5/2005 Terminated)

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Contact information

Main Address

12600 Hill Country Blvd Suite R-230, Austin, TX 78738

Mailing Address

Phone number

(512) 542-1083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A-2B (6/3/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 1,261,350,620

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 J. Creel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Jeffrey Creel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARES CAPITAL MANAGEMENT, INC.

MOLECULAR SECURITIES INC.

Primary Firm SEC Registration

BARES CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2013

Series 7

Date: 5/18/2006

Current Firm

BARES CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARES CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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