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, SEC-registered investment adviser formed as an LLC and operating since 2009. The firm serves both individual/family and institutional clients and acts as a capital allocator, with explicit capability to select and oversee third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements listed include percentage-of-assets, hourly, fixed-fee and other structures. The firm is not identified as an active ESG investor and is not described as a multi-state or pension consultant. PER Stirling earned placement on Financial Times’ Top 300 RIA Firms list in 2020 and was also cited by Financial Advisor Magazine among Top RIA firms that year.