STIRLINGSHIRE INVESTMENTS

Overview

Stirlingshire Investments is a privately held limited liability company that delivers fee-based portfolio and planning services to individuals and families. The firm is SEC-registered (2023) and describes itself as a capital allocator that offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its revenue model is percentage-of-AUM fee billing rather than commission-based sales. Stirlingshire does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. It lists a broker-dealer affiliation and reports owner structure as a mix of domestic entity and individual ownership. The firm notes active engagement in selecting external managers, which aligns with its capital allocator classification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices