Member · PER Stirling Capital Management, LLC
Richard A. Jacobs
CRD 4997776 · 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 Richard A. Jacobs on its Form ADV as Member.
Firms and roles
- PER Stirling Capital Management, LLCMemberWealth manager · Austin, TX · $1.6B in regulatory assets
AtlasMembers
Richard’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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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
- Carol E. SheffieldChief Operations Officer, 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 Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.