$179.7M Total AUM
$179.7M Disc. AUM
-- 3Y CAGR
2 Employees
305 ADV. Clients
2 yrs Firm Age
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- Custodian
- Capital Group ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2024
- Office Locations
- 2
Office Locations
402 West Broadway Suite 1100 SAN Diego CA
-- Hemet CA
About Stirling Financial Group
Stirling Financial Group (Leeds Capital Group, LLC d/b/a Stirling Financial Group) is a fee-based RIA providing goal-based wealth management and planning, including tax strategy, retirement, business and estate/asset protection services. The firm serves individuals, families, business owners and institutions with customized, long-term diversified portfolios, using ETFs and other public funds; securities are offered through LPL Financial.
Team overview
-- AVG AGE
$89.8M AVG AUM / ADVISOR
$589.0K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
THOMAS SCOTT DUDLEY
Chief Compliance Officer, Managing Member
- CRD
- #2882211
- Ownership
- 75% or more
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I
IAN M WEEKS
--
- CRD
- #5179682
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,659,342 | $378,230 |
| Non-Discretionary | $0 | -- |
| Total | $179,659,342 | $378,230 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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