Barton
Couch

Per Stirling Capital Management, LLC

CRD#1406424
Investment Advisor
in Austin, TX
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About this Advisor

Barton Couch is a certified financial planner working out of Austin, Texas, who has been in the advisory business for 18 years. Couch works at Per Stirling Capital Management, LLC. Couch has gained experience at Securities America, Inc, Couch Hallum Financial Group, LLC, Sports Finanical Association, Barmar Properties, Lp, Gc Bars, Couch Goodin, Inc, Everbank, Spicewood Oaks Advisors, Inc, B.B. Graham & Comapny and Per Stirling Capital Management. Couch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Texas, Louisiana, Washington and Ohio. Per Stirling Capital Management, LLC is a company that has its headquarters in Austin, Texas. It has offices in two locations and a total of 31 financial advisors. It administers $677 million in assets among its 2,652 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,652 customer accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. Per Stirling Capital Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. However, fee types billed by Per Stirling Capital Management, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

4900 Spicewood Springs Road Suite 300
Austin, TX 78759

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Per Stirling Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,087,991,440

TX Average: $3,042,739,679
Total Number of Employees

30

TX Average: 49
Total Number of Accounts

2,777

TX Average: 2,315
Average Account Size

$391,787

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Barton Couch Work History

Barton has 18 years of experience.

2017 - Present (2 years)

B.B. Graham & Comapny

2017 - Present (2 years)

Per Stirling Capital Management

2016 - Present (3 years)

Ss Overlook, LLC

2008 - 2017 (9 years)

Spicewood Oaks Advisors, Inc

2006 - 2010 (4 years)

Sports Finanical Association

2005 - 2016 (11 years)

Everbank

2004 - 2016 (12 years)

Securities America, Inc

2004 - 2017 (13 years)

Couch Hallum Financial Group, LLC

2000 - 2018 (18 years)

Barmar Properties, Lp

2000 - 2018 (18 years)

Gc Bars

2000 - 2018 (18 years)

Couch Goodin, Inc

Disclosures

Barton Couch has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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