Advisor at Per Stirling Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Per Stirling Capital Management, LLC
Location
Austin, TX 78746
Credentials
CFP®, Series 63
Industry experience
35 years
Richard Hallum is a CFP® with 35 years of experience in financial advising. He has been with Per Stirling Capital Management, LLC since 2017 and has prior experience at B.B. Graham & Company, Inc., Spicewood Oaks Advisors, Inc., Couch Hallum Financial Group, LLC, and Securities America, Inc. Outside of advising, he manages a ranching operation through AJL Enterprises, LLC. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, utilizing a blend of fundamental, technical, cyclical, and statistical analysis to provide discretionary investment management and comprehensive financial planning 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)
Couch Hallum Financial Group, Llc
2004 - 2017 (13 years)
Securities America, Inc.
2004 - 2016 (12 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.
Series 65
Pflugerville, TX
Premca LLC
Series 66
Austin, TX
Solaris Private Wealth Management
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
CFP®, Series 63
Austin, TX
Mark Monreal & Associates
Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")