PER STIRLING CAPITAL MANAGEMENT, LLC

AUSTIN, Texas·6 registered advisors·CRD# 151671
SEC# 801-707072512-628-2300
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PER STIRLING CAPITAL MANAGEMENT, LLC

6 registered advisors
Amber Jean Bell
AUSTIN, Texas
Carol Elois Sheffield
AUSTIN, Texas
John Per Osullivan
AUSTIN, Texas
Paul Alan Jacobs
AUSTIN, Texas
Richard Alan Jacobs
AUSTIN, Texas
Robert Stirling Phipps
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
6 advisors

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Data sourced from SEC Form ADV filings. PER STIRLING CAPITAL MANAGEMENT, LLC (CRD# 151671) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.