Gay
Thompson

Per Stirling Capital Management, LLC

CRD#5694536
Investment Advisor
in Austin, TX

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About this Advisor

Gay Thompson is a certified financial planner based in Austin, Texas with 5 years of industry experience. Thompson currently works for Per Stirling Capital Management, LLC. During their career, the advisor has held roles at New England Financial, New England Securities, Metlife Securities Inc, Mml Investors Services, LLC, Per Stirling Capital Management and B.B. Graham & Company. Thompson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Ohio and Texas. Per Stirling Capital Management, LLC is a firm that has its headquarters in Austin, TX. It has offices in two locations and a total of 30 people on staff. It controls $1 billion in assets under management across its 3,434 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 3,434 accounts, 32% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Per Stirling Capital Management, LLC offers a broad assortment 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 advice typically are based on which services the firm provides the client. Fees billed by Per Stirling Capital Management, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

Gay Thompson Work History

Gay has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Per Stirling Capital Management

2018 - Present (6 years)

B.B. Graham & Company

2017 - 2018 (1 year)

Mml Investors Services, LLC

2015 - 2017 (2 years)

Metlife Securities Inc

2009 - 2015 (6 years)

New England Financial

2009 - 2015 (6 years)

New England Securities

*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 Gay Thompson 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

Amber Bell
Austin, TX
Ryan Joyce
Austin, TX
Ronsey Chawla
Austin, TX
Galen Gabourel
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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