Chief Operations Officer · PER Stirling Capital Management, LLC
Carol E. Sheffield
CRD 5254726 · Named on Form ADV at one SEC-registered adviser
At a glance
PER Stirling Capital Management, LLC, an SEC-registered wealth manager based in Austin, TX with $1.6 billion in regulatory assets, lists Carol E. Sheffield on its Form ADV as Chief Operations Officer, a control person.
Firms and roles
- PER Stirling Capital Management, LLCChief Operations OfficerWealth manager · Austin, TX · $1.6B in regulatory assets
AtlasMembers
Carol’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert S. PhippsManaging Member, PER Stirling Capital Management, LLC
- John P. OsullivanManaging Member, PER Stirling Capital Management, LLC
- Richard A. JacobsMember, PER Stirling Capital Management, LLC
- Amber J. BellChief Compliance Officer, PER Stirling Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carol’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.