Overview
Assets Under Management: $1.4 billion
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 432
Average Client Assets: $2 million
Frequently Asked Questions
PER STIRLING CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151671), PER STIRLING CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PER STIRLING CAPITAL MANAGEMENT, LLC is headquartered in AUSTIN, TX.
PER STIRLING CAPITAL MANAGEMENT, LLC serves 432 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, PER STIRLING CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PER STIRLING CAPITAL MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, PER STIRLING CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 432
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,584
Discretionary Accounts: 3,584
Regulatory Filings
CRD Number: 151671
Filing ID: 1965597
Last Filing Date: 2025-03-28 14:16:00
Website: https://perstirling.com