{
  "crd_number": 151671,
  "slug": "per-stirling-capital-management-llc-austin-tx-151671",
  "primary_business_name": "PER STIRLING CAPITAL MANAGEMENT, LLC",
  "legal_name": "PER STIRLING CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "PER STIRLING",
    "PER STIRLING GROUP, LLC",
    "PER STIRLING PRIVATE WEALTH"
  ],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-10-28",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1566020358.0,
  "raum_discretionary": 1566020358.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 30,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2526047.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 286490710.0,
      "count": 603
    },
    "high_net_worth_individuals": {
      "raum": 1175651341.0,
      "count": 471
    },
    "corporations_other_businesses": {
      "raum": 101352260.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "LA",
    "MN",
    "NC",
    "NJ",
    "NM",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/PERSTIRLING",
    "https://linkedin.com/COMPANY/PER-STIRLING",
    "https://perstirling.com",
    "https://youtube.com/@PERSTIRLING"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151671",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671",
  "display_name": "PER Stirling Capital Management, LLC",
  "summary": "PER Stirling Capital Management, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. PER Stirling Capital Management, LLC (CRD 151671): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is PER Stirling Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), PER Stirling Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is PER Stirling Capital Management, LLC located?",
      "a": "PER Stirling Capital Management, LLC's principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is PER Stirling Capital Management, LLC registered with the SEC or a state?",
      "a": "PER Stirling Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151671."
    },
    {
      "q": "How much does PER Stirling Capital Management, LLC manage?",
      "a": "PER Stirling Capital Management, LLC reports $1,566,020,358 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have PER Stirling Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for PER Stirling Capital Management, LLC: Regulatory assets under management: $1,176,804,517 in the October 2021 data and $1,566,020,358 in the October 2026 data, up 33%. Total employees: 34 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does PER Stirling Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (603); high net worth individuals (471); corporations or other businesses not listed above (27)."
    },
    {
      "q": "Which custodians does PER Stirling Capital Management, LLC use?",
      "a": "PER Stirling Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does PER Stirling Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151671"
    },
    {
      "q": "Does PER Stirling Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"The minimum investable assets required for investment management services is $250,000 of assets under management per client “household”. However, these minimums may be waived by PSCM, in its sole discretion, based upon certain criteria\""
    },
    {
      "q": "What changed in PER Stirling Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,387,216,441 to $1,566,020,358 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1176804517.0,
      "total_employees": 34,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1372990569.0,
      "total_employees": 30,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1184816641.0,
      "total_employees": 30,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1212435245.0,
      "total_employees": 29,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1387216441.0,
      "total_employees": 30,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1566020358.0,
      "total_employees": 30,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,387,216,441 to $1,566,020,358 (+13%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT, OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum investable assets required for investment management services is $250,000 of assets under management per client “household”. However, these minimums may be waived by PSCM, in its sole discretion, based upon certain criteria"
        ]
      }
    ],
    "quotes": [
      "The minimum investable assets required for investment management services is $250,000 of assets under management per client “household”. However, these minimums may be waived by PSCM, in its sole discretion, based upon certain criteria"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 603,
      "fewer_than_5": false,
      "raum": 286490710.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 471,
      "fewer_than_5": false,
      "raum": 1175651341.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2526047.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 27,
      "fewer_than_5": false,
      "raum": 101352260.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151671",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}