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PER STIRLING CAPITAL MANAGEMENT, LLC
CRD 151671 · SEC 801-70707
4800 BEE CAVES ROAD, AUSTIN, TX, 78746, United States
Phone
512-628-2300
Fax
512-551-0050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.57B
Discretionary AUM
$1.57B
Team
30 total employees; 30 advisory reps; 90 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROMOTER FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 603 | $286.5M |
| High net worth individuals | 471 | $1.18B |
| Corporations/business entities | 27 | $101.4M |
States served
AZ, AR, CA, CO, GA, IL, LA, MN, NJ, NM, NY, NC, PA, SC, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD