Per Stirling Capital Management, LLC

Overview

Per Stirling Capital Management, LLC is an SEC registered investment adviser based in West Lake Hills, TX, registered since 2009. It reports $1.6B in assets under management across 3,766 accounts, with 30 employees. It has 31 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

3,766

Average account

$416K

Employees

30

Advisory reps

31

Registered since

2009

Jurisdictions

19

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 5

• John Per Osullivan Managing Member CRD 4175831
• Robert Stirling Phipps III Managing Member CRD 1676726
• Amber Jean Bell Chief Compliance Officer CRD 5430390

2 more executive officers, with direct contact details

Advisory reps 3 of 31

• Matthew James Anderson Registered Rep · Investment Adviser Rep CRD 4992743
• Amber Jean Bell Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5430390
• Bradford Borman Investment Adviser Rep CRD 7574001

28 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4800 Bee Caves Rd
West Lake Hills, TX 78746

County

Travis

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: perstirling.com

Every state, with registration dates

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