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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2023
- Office Locations
- 25
Office Locations
About Stirlingshire Investments
Stirlingshire Investments operates both an SEC-registered RIA and a FINRA member broker-dealer, serving retail clients and financial advisors through a digital investing/trading platform with separate client and advisor portals and mobile apps. Investment work centers on portfolio construction using vehicles such as ETFs, mutual funds, and fixed income, and includes a Fully Paid Securities Lending (FPSL) program with lending-revenue sharing. Clearing/custody via APEX Clearing.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Mara London
Chief Compliance Officer
- CRD
- #1299148
- Ownership
- Less than 5%
STEVEN MACKIE WOODS
Chief Executive Officer
- CRD
- #5715598
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Mark David Alarie
Financial Advisor
- CRD
- #6571946
Michael Joseph Collesano
VP Investments
- CRD
- #7460212
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,802,588 | $158,416 |
| Non-Discretionary | $0 | -- |
| Total | $179,802,588 | $158,416 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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