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Carol Elois Sheffield

PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, Texas
Series 65Clean record12 years registeredPER STIRLING CAPITAL MANAGEMENT, LLC
4800 BEE CAVES ROAD, AUSTIN, TX 78746CRD# 5254726Firm CRD# 151671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Elois Sheffield · AUSTIN, TX
Registration
CRD #5254726 · PER STIRLING CAPITAL MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

PER STIRLING CAPITAL MANAGEMENT, LLC
Oct 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 8, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PER STIRLING CAPITAL MANAGEMENT, LLC
CRD 151671 · SEC 801-70707
AUM
$1.2B
Regulatory assets under management
Employees
29
3,400 client accounts
Services offered by PER STIRLING CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PER STIRLING CAPITAL MANAGEMENT, LLC →
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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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Other Advisors at PER STIRLING CAPITAL MANAGEMENT, LLC

Robert Stirling Phipps
AUSTIN, TX
John Per Osullivan
AUSTIN, TX
Amber Jean Bell
AUSTIN, TX

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