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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FusionValue summit
- Established Date
- 10-28-2009
- Office Locations
- 2
Office Locations
About PER Stirling Capital Management, LLC
Per Stirling Capital Management is a Texas-based, fiduciary RIA serving clients nationwide with holistic wealth management—financial planning, portfolio management, retirement and legacy planning, and tax-aware strategies. The team works with young accumulators through retirees, plus executives, business owners and UHNW families. Portfolios are implemented largely with ETFs, with custody commonly at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN PER OSULLIVAN
Director, Managing Member
- CRD
- #4175831
- Ownership
- 25% but less than 50%
ROBERT STIRLING PHIPPS III
Director, Managing Member, Portfolio Manager
- CRD
- #1676726
- Ownership
- 25% but less than 50%
Beacon vital
Delta prime foundation
- CRD
- #78494
- Ownership
- 41.6%
Showing 2 of 5 owners & executives
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MATTHEW JAMES ANDERSON
Financial Advisor, Partner
- CRD
- #4992743
Bradford Borman
Operations Specialist
- CRD
- #7574001
North element
Optima value
- CRD
- #46891
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,566,020,358 | $415,831 |
| Non-Discretionary | $0 | -- |
| Total | $1,566,020,358 | $415,831 |
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Separately Managed Accounts
Total SMA Asset: $1,566,020,358
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $687,773,110 | 13.0% |
| Public Funds | $952,301,230 | 18.0% |
| Cash | $1,566,006,467 | 29.6% |
| U.S. Government/Agency | $1,539,553,655 | 29.1% |
| Other | $544,927,925 | 10.3% |
| Total | $5,290,562,387 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT PEAK | LEGACY LEGACY | P6I0E29W2 | FBBPJ | 1.58% | $23,137,982 |
| FUSION WAVE PRIME | RIDGE ALPHA | NHPYF8TG3 | LXDEF | 11.99% | $117,530,681 |
| FOUNDATION CAPITAL | LEGACY QUANTUM | 1PSJ2EVMK | SIC | 7.83% | $85,258,897 |
| VECTOR MERIDIAN SUMMIT | CATALYST SIGNAL | 6B5NS702V | KMDL | 7.53% | $88,105,156 |
| RIDGE SUMMIT EMBER | CATALYST OAK | 5C4PMOHYY | TULAK | 1.42% | $107,934,099 |
| RIDGE ELEMENT | QUANTUM EMBER | M92CO1UL4 | TPB | 6.39% | $26,816,808 |
| SIGNAL TIMBER | MERIDIAN FRONTIER | TG38WIG1M | PJUR | 5.06% | $119,637,733 |
| NORTH VALUE | PEAK RIDGE | L4XIXYHG8 | SCKQ | 8.28% | $88,760,999 |