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Carol Elois Sheffield

PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, Texas
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4800 BEE CAVES ROAD, AUSTIN, TX 78746CRD# 5254726Firm CRD# 151671
01

About

Carol Elois Sheffield is a registered financial advisor based in AUSTIN, Texas, affiliated with PER STIRLING CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PER STIRLING CAPITAL MANAGEMENT, LLC
PER STIRLING CAPITAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at PER STIRLING CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
Regulatory
SEC/IARD CRD# 5254726
Firm CRD# 151671
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Elois Sheffield offer?
Carol Elois Sheffield specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Carol Elois Sheffield's credentials?
Carol Elois Sheffield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Elois Sheffield located?
Carol Elois Sheffield is based in AUSTIN, Texas, working with PER STIRLING CAPITAL MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Carol Elois Sheffield charge for services?
Carol Elois Sheffield's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PER STIRLING CAPITAL MANAGEMENT, LLC?
PER STIRLING CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
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