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They include 603 individual clients, 471 high-net-worth individuals, and 27 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Per Stirling Capital Management offer?","answer":"Per Stirling Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Per Stirling Capital Management use?","answer":"Per Stirling Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.4B and Charles Schwab & Co., Inc. (San Francisco, CA), with $155M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Per Stirling Capital Management have?","answer":"Per Stirling Capital Management has 30 investment adviser representatives registered with state securities authorities, out of 30 employees, and 30 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Per Stirling Capital Management invest in?","answer":"At the end of its last fiscal year, Per Stirling Capital Management’s separately managed accounts held 59% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 4% U.S. government and agency bonds and 1% other. The 1% other category is described as: The Remaining 1% of Our Total Regulatory Assets Under Management (Aum) Is Attributable to Remaining Asset Types; Each Type Accounts for Less Than 1% of Our Aum, But Cumulatively They Total 1%.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Per Stirling Capital Management?","answer":"Per Stirling Capital Management’s direct owners are John Osullivan, Robert Phipps and Richard Jacobs, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Per Stirling Capital Management get paid?","answer":"Per Stirling Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Per Stirling Capital Management registered with the SEC?","answer":"Yes, Per Stirling Capital Management has been registered with the SEC as an investment adviser since 28 October 2009. Its CRD number is 151671 and its SEC file number is 801-70707.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Per Stirling Capital Management?","answer":"Per Stirling Capital Management’s main office is at 4800 Bee Caves Road, Austin, TX 78746. Its phone number is 512-628-2300. 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