SourcingSourcing

PER STIRLING CAPITAL MANAGEMENT, LLC

C29
CRD 151671·SEC 801-70707·AUSTIN, TX
AUM
$1.57B
$1B+
Est. Revenue
$15.7M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PER STIRLING CAPITAL MANAGEMENT, LLC
CRD
151671
SEC file #
801-70707
EIN
270934374
DBA names
—

Economics

AUM
$1.57B
AUM band
$1B+
AUM trajectory
'20'26
$1.09B → $1.57B▲ +44%
Client mix
Individuals Other603
Individuals High Net Worth471
Corporations27

Operations

Employees (total)
30
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
30 advisors → 30 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/perstirling(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OSULLIVAN, JOHN, PER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
OSULLIVAN, JOHN, PER
PHIPPS, ROBERT, STIRLING
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:perstirling.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,587
Form 5500 Compensation Trajectory 3y
20255,587
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,587
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001689933
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001689933-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
16
Bc Firm Active IA Count
31
Bc Firm IAR Count
31
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
4800 BEE CAVE ROADAUSTIN, TX 78746
Business
4800 BEE CAVE ROADAUSTIN, TX 78746
Edgar EIN
270934374
Edgar Recent Filings
13F-HR2026-05-12 · 0001689933-26-000003
13F-HR2026-02-17 · 0001689933-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4175831
Trust Company Affiliate
No

People (32)

32
OSULLIVAN, JOHN, PER
IAR · Direct Owner · 37.5%
4175831
PHIPPS, ROBERT, STIRLING
IAR · Direct Owner · 37.5%
1676726
JACOBS, RICHARD, ALAN
Direct Owner · 17.5%
4997776
SHEFFIELD, CAROL, ELOIS
IAR · Executive Officer · 2.5%
5254726
BELL, AMBER, JEAN
IAR · Executive Officer · 2.5%
5430390
Bradford Borman
IAR
7574001
Jocelyn C White
IAR
7673565
KENNETH WAYNE PRICE
IAR
2796549
Deanna Lee Williams
IAR
7006215
RACHEL M. HURLEY
IAR
6543042
Taylor Lee Peterson
IAR
6392451
RYAN PATRICK JOYCE
IAR
2889224
RONSEY CHAWLA
IAR
6110055
GALEN TREVOR GABOUREL
IAR
6086151
GAY FANNIE THOMPSON
IAR
5694536
Alexander Richmond Hallum
IAR
7375376
TASHA LYNN ROCK
IAR
6009351
MICHAEL DAVID KATREIN
IAR
6440202
Kimberly Dawn Ray
IAR
6570657
KATHERINE CANNON ZAMORA
IAR
1830369
MATTHEW JAMES ANDERSON
IAR
4992743
JOHN ROBERT BREM
IAR
1301923
MARTIN KATREIN
IAR
1016546
NATHAN EVERETT TRENHOLM
IAR
5809544
ERIC GIN WAI LIAN
IAR
6724369
BARTON LAKE COUCH
IAR
1406424
RICHARD LEON HALLUM
IAR
2095016
MICHAEL ANDRE MOORE
IAR
5566448
Steven Allen Cartwright
IAR
2391083
Katherine Sung
IAR
6631734
Noe Robert Lopez
IAR
7252801
Mason Vrazel
IAR
7409329