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 who works out of Austin, Texas with 6 years of relevant experience. Couch is currently employed by Per Stirling Capital Management, LLC. Couch has gained experience at Securities America, Inc, Couch Hallum Financial Group, LLC, Barmar Properties, Lp, Gc Bars, Couch Goodin, Inc, Everbank, Spicewood Oaks Advisors, Inc, Per Stirling Capital Management, LLC and B.B. Graham & Comapny, Inc. Couch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, Arkansas, Florida, Louisiana, Ohio and Texas. Per Stirling Capital Management, LLC is a registered investment business that has its headquarters in Austin, TX. It has offices in two locations and a total of 30 employees. It has $1 billion in total assets across its 3,434 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,434 customer accounts, 32% are associated with high-net-worth investors who have more than $1 million in assets. The company has 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 for financial management usually depend on the financial services offered. Fees charged by Per Stirling Capital Management, LLC likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

Office Location

4800 Bee Caves Road
Austin, TX 78746

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Per Stirling Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,184,816,641

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

30

TX Average: 49
Total Number of Accounts

3,434

TX Average: 2,315
Average Account Size

$345,025

TX Average: $1,314,358

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 been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Per Stirling Capital Management, LLC

2017 - Present (7 years)

B.B. Graham & Comapny, Inc

2008 - 2017 (9 years)

Spicewood Oaks Advisors, Inc

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barton Couch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Per Stirling Capital Management, LLC

Ryan Joyce
Austin, TX
Amber Bell
Austin, TX
Galen Gabourel
Austin, TX
Ronsey Chawla
Austin, TX
Michael Katrein
Austin, TX
Hannah Simpson
Austin, TX
Carol Sheffield
Austin, TX
Nathan Trenholm
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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