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PER STIRLING CAPITAL MANAGEMENT, LLC
CRD 151671File 801-70707
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.57B
Above cohort median (national)
Discretionary AUM
$1.57B
Clients
1,101
3,766 accounts
Employees
30
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 28, 2009
- Principal office
- 4800 BEE CAVES ROAD, AUSTIN, TX, 78746
- Phone
- 512-628-2300
- Website
- HTTPS://WWW.PERSTIRLING.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.57B
- Discretionary AUM
- $1.57B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,766
- Non-discretionary accounts
- 0
- Total accounts
- 3,766
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 27 | $101.4M |
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 471 | $1.18B |
| Individuals (other than high net worth individuals) | 603 | $286.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PROMOTER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,022 | 1,101 | increased by79 |
| Apr 1, 2026 | AUM | $1,387,216,441 | $1,566,020,358 | increased by$178,803,917 |
| Apr 1, 2026 | Accounts | 3,584 | 3,766 | increased by182 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,090 | 1,022 | decreased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,372,990,569 | $1,387,216,441 | increased by$14,225,872 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,464 | 3,584 | increased by120 |
| Apr 1, 2022 | Employees | 34 | 30 | decreased by4 |
| Apr 1, 2022 | Clients | 1,145 | 1,090 | decreased by55 |
| Apr 1, 2022 | AUM | $1,176,804,517 | $1,372,990,569 | increased by$196,186,052 |
| Apr 1, 2022 | Accounts | 3,333 | 3,464 | increased by131 |
| Sep 1, 2021 | Employees | 35 | 34 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PER STIRLING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PER STIRLING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.