Per Stirling Capital Management, LLC logo

Per Stirling Capital Management, LLC

Updated today

Total assets under management

$1,566,020,358

Total clients

1,074

44% high-net worth

Total advisors

30

of 30 employees

Firm size

Multi Team

Average clients per advisor

36

Average account size

$1,458,120

About

Per Stirling Capital Management, LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and select business entities. The firm manages approximately $1.566 billion for roughly 1,074 clients and deploys a team of about 30 advisors to deliver ongoing portfolio management and tailored planning engagements.

Portfolios are designed and implemented by the client’s assigned Investment Advisor Representative based on stated objectives, time horizon and risk tolerance, and PSCM reports that all firm AUM is managed on a discretionary basis. Investment analysis combines fundamental, technical and statistical methods (including back‑testing), and the firm offers three proprietary model portfolios that are managed by the firm’s directors and made available to clients.

Several operational and service features distinguish PSCM from many peers: although the firm describes itself as fee‑based/fee‑only, some IARs are dually registered with B. B. Graham & Co. and may accept commissions, and the firm discloses promoter arrangements and third‑party money manager (TPMM) fee‑sharing that create potential conflicts of interest. PSCM also provides less common advisory services such as 1031 exchange and Delaware Statutory Trust recommendations and participation in collaborative divorce processes, and the firm does not vote client proxies (clients receive and vote their own proxy materials).

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees for consulting services and financial planning; fixed fee for 1031 Exchange consulting up to 5% of assets included in recommendations.

Percentage

$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

Commissions

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.

Project-based

Hourly consulting fees; rates vary depending on IAR and services; financial planning services may be hourly-based.

Other

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.

Main office location

Per Stirling Capital Management, LLC

4800 Bee Caves Road

Austin TX 78746, United States

Number of offices

2

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Louisiana · Minnesota · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Katherine Z

Series 63, Series 66

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Richard H

CFP®, Series 63

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Alexander H

CFP®, Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Bradford B

Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Martin K

Series 63

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Ryan J

CFP®, Series 66

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Tasha R

CFP®

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Katherine S

Series 63, Series 66

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Steven C

CFP®, Series 63, Series 66

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Ronsey C

CFP®, Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Michael M

CFP®, Series 63, Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Eric L

Series 66

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Mason V

Series 63, Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Barton C

CFP®, Series 63, Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Michael K

Series 65

Austin, TX

Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)
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