Per Stirling Capital Management, LLC

Per Stirling Capital Management, LLC (CRD# 151671) is a financial advisory firm headquartered in Austin, TX. They manage $622,350,846 in 2,265 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    622
    MILLION
  • Total Number of Accounts
    2,265
    ACCOUNTS
  • Average Account Value
    $274,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, NH, NM, TX, VA, WA

Financial Advisors at Per Stirling Capital Management, LLC
Showing 1 - 10 of 29 top financial advisors.
1
Wanda J. Arrington
CRD#: 5613931
4800 Bee Caves Road, Austin, TX 78746
96
Wealthminder
score

Wanda Arrington (CRD# 5613931) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 9 years of experience in the finance industry. Wanda Arrington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronsey Chawla
CRD#: 6110055
4800 Bee Caves Road, Austin, TX 78746
96
Wealthminder
score

Ronsey Chawla (CRD# 6110055) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 5 years of experience in the finance industry. Ronsey Chawla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard L. Hallum
CRD#: 2095016
4900 Spicewood Springs Road, Suite 300, Austin, TX 78759
96
Wealthminder
score

Richard Hallum (CRD# 2095016) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 27 years of experience in the finance industry. Richard Hallum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ryan P. Joyce
CRD#: 2889224
4800 Bee Caves Road, Austin, TX 78746
96
Wealthminder
score

Ryan Joyce (CRD# 2889224) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 13 years of experience in the finance industry. Ryan Joyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kenneth W. Price
CRD#: 2796549
4800 Bee Caves Road, Austin, TX 78746
96
Wealthminder
score

Kenneth Price (CRD# 2796549) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 21 years of experience in the finance industry. Kenneth Price has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Mary A. Voll
CRD#: 5476488
4800 Bee Caves Road, Austin, TX 78746
96
Wealthminder
score

Mary Voll (CRD# 5476488) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 11 years of experience in the finance industry. Mary Voll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Amber J. Bell
CRD#: 5430390
4900 Spicewood Springs Road, Suite 300, Austin, TX 78759
93
Wealthminder
score

Amber Bell (CRD# 5430390) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 8 years of experience in the finance industry.

8
John R. Brem
CRD#: 1301923
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

John Brem (CRD# 1301923) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 25 years of experience in the finance industry.

9
Martha R. Egli
CRD#: 4467744
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

Martha Egli (CRD# 4467744) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 12 years of experience in the finance industry.

10
Angela K. Epley
CRD#: 6398320
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

Angela Epley (CRD# 6398320) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 3 years of experience in the finance industry. Angela Epley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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