PER Stirling Capital Management, LLC

RIASEC RegisteredEst. 2009

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$416K

Accounts

3,766

Employees

Advisory reps

Firm details

Headquarters: West Lake Hills, Texas
CRD number: 151671
Registered since: October 28, 2009
Website: perstirling.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI75.07%
Individuals18.29%
Corporations / Businesses6.47%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

PER Stirling Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2009. The firm is owner-operated and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. PER Stirling identifies equities and exchange-traded instruments as its primary preference and does not present itself as an active ESG investor. The firm was recognized in industry lists in 2020, appearing among the Financial Times’ Top 300 RIA Firms and on FA Magazine’s Top RIA Firms list for that year.