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BARES CAPITAL MANAGEMENT, INC.
12600 Hill Country Blvd
Suite R-230
Austin, Texas 78738
Tel: 512-542-1083
About BARES CAPITAL MANAGEMENT, INC.
BARES CAPITAL MANAGEMENT, INC, formally registered with the SEC as BARES CAPITAL MANAGEMENT, INC. The firm was established in 01/03/2005. They have over 2 offices throughout the country.
BARES CAPITAL MANAGEMENT, INC. is a Austin, Texas based Financial Planning firm with nearly $1,167,367,039 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114428 |
| SEC# | 801-63780 |
| Assets Managed by Firm | $1,167,367,039 |
| No. of Clients | 27 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 27 | $1,167,367,039 |
| High net worth individuals | 5 | $6,320,297 |
| Pension and profit sharing plans | 6 | $156,996,271 |
| Charitable organizations | 12 | $104,199,462 |
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