Per Stirling Capital Management, LLC

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).