Per Stirling Capital Management, LLC

Per Stirling Capital Management, LLC (CRD# 151671) is a financial advisory firm headquartered in Austin, TX. They manage $1,372,990,569 in 3,464 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,373
    MILLION
  • Total Number of Accounts
    3,464
    ACCOUNTS
  • Average Account Value
    $396,360
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.

AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA

Financial Advisors at Per Stirling Capital Management, LLC
Showing 21 - 29 of 29 top financial advisors.
21
Tasha L. Rock
CRD#: 6009351
4800 Bee Caves Road, Austin, TX 78746

Tasha Rock (CRD# 6009351) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Tasha Rock 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.

22
Carol E. Sheffield
CRD#: 5254726
4800 Bee Caves Road, Austin, TX 78746

Carol Sheffield (CRD# 5254726) 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.

23
Hannah M. Simpson
CRD#: 6521499
4800 Bee Caves Road, Austin, TX 78746

Hannah Simpson (CRD# 6521499) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 4 years of experience in the finance industry. Hannah Simpson 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.

24
Gay F. Thompson
CRD#: 5694536
4800 Bee Caves Road, Austin, TX 78746

Gay Thompson (CRD# 5694536) 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. Gay Thompson 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.

25
Nathan E. Trenholm
CRD#: 5809544
4800 Bee Caves Road, Austin, TX 78746

Nathan Trenholm (CRD# 5809544) 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.

26
Mary A. Voll
CRD#: 5476488
4800 Bee Caves Road, Austin, TX 78746

Mary Voll (CRD# 5476488) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 15 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.

27
Katherine C. Zamora
CRD#: 1830369
4800 Bee Caves Road, Austin, TX 78746

Katherine Zamora (CRD# 1830369) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 24 years of experience in the finance industry.

28
Bradford Borman
CRD#: 7574001
4800 Bee Caves Road, Austin, TX 78746

Bradford Borman (CRD# 7574001) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry.

29
Alison R. Miller
CRD#: 7134845
4800 Bee Caves Road, Austin, TX 78746

Alison Miller (CRD# 7134845) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry.

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