AdvisorOS Directory
Claim Profile
JO

John Per Osullivan

PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, Texas
Unclaimed Profile
4800 BEE CAVES ROAD, AUSTIN, TX 78746CRD# 4175831Firm CRD# 151671
01

About

John Per Osullivan 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# 4175831
Firm CRD# 151671
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Per Osullivan offer?
John Per Osullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are John Per Osullivan's credentials?
John Per Osullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Per Osullivan located?
John Per Osullivan 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 John Per Osullivan charge for services?
John Per Osullivan'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AUSTIN
Elizabeth Erin Coker — BAG SECURITIES, L.L.C.Christopher Reid Manning — GREENBELT CAPITAL MANAGEMENT L.P.John Paul Cunningham — ACRISURE CAPITAL MANAGEMENT LLCDaniel Jonathan Young — OLD HICKORY PARTNERS MANAGEMENT, LPScott C. Kodak — JWKODAK CAPITAL MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile