Advisor at Per Stirling Capital Management, LLC
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Firm
Per Stirling Capital Management, LLC
Location
Austin, TX 78746
Credentials
CFP®, Series 63, Series 65
Industry experience
40 years
Barton Couch is a CFP® professional with 40 years of industry experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2017. His prior roles include positions at Spicewood Oaks Advisors, Everbank, and Couch Hallum Financial Group. Outside of his advisory work, he is a part-owner of a commercial office building in Austin, TX. Per Stirling Capital Management is an SEC-registered advisory firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, blending fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management alongside comprehensive financial planning and consulting services.
Based on Per Stirling Capital Management, LLC
Based on Per Stirling Capital Management, LLC
Fixed fees for consulting services and financial planning; fixed fee for 1031 Exchange consulting up to 5% of assets included in recommendations.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $20,000,000: 0.60% annually $20,000,001+: 0.50% annually
Some registered individuals dually registered with broker-dealer and can accept commissions for products sold through that broker-dealer; PSCM as a firm does not receive commissions on managed assets.
Hourly consulting fees; rates vary depending on IAR and services; financial planning services may be hourly-based.
Account minimum: $250,000 Fee-only: Fee-only; no commissions on managed assets; some IARs may be dually registered and accept commissions through broker-dealer, but PSCM itself is fee-only.
4800 Bee Caves Road
Austin, TX 78746
Texas
Per Stirling Capital Management, LLC
2017 - Present (9 years)
B.B. Graham & Company, Inc.
2017 - Present (9 years)
Spicewood Oaks Advisors, Inc
2008 - 2017 (9 years)
Everbank
2005 - 2016 (11 years)
Couch Hallum Financial Group, Llc
2004 - 2017 (13 years)
Securities America, inc.
2004 - 2016 (12 years)
Barmar Properties, LP
2000 - 2018 (18 years)
GC Bars
2000 - 2018 (18 years)
Couch Goodin, Inc.
2000 - 2018 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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