Per Stirling Capital Management, LLC

Per Stirling Capital Management, LLC (CRD# 151671) is a financial advisory firm headquartered in Austin, TX. They manage $221,620,000 in 1,236 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    1,236
    ACCOUNTS
  • Average Account Value
    $179,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, LA, NH, NM, TX

Financial Advisors at Per Stirling Capital Management, LLC
Showing 1 - 10 of 21 top financial advisors.
1
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 11 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.

2
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 20 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.

3
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 10 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.

4
Wanda J. Arrington
CRD#: 5613931
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

Wanda Arrington (CRD# 5613931) 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. 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.

5
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 23 years of experience in the finance industry.

6
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 10 years of experience in the finance industry.

7
James W. Matheney
CRD#: 1630092
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

James Matheney (CRD# 1630092) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 29 years of experience in the finance industry.

8
James W. Matheney
CRD#: 322693
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

James Matheney (CRD# 322693) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 31 years of experience in the finance industry.

9
John P. Osullivan
CRD#: 4175831
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

John Osullivan (CRD# 4175831) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 14 years of experience in the finance industry.

10
Manuel E. Ramirez
CRD#: 4143431
4800 Bee Caves Road, Austin, TX 78746
93
Wealthminder
score

Manuel Ramirez (CRD# 4143431) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 14 years of experience in the finance industry.

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