Matthew
Anderson

Per Stirling Capital Management, LLC

CRD#4992743
Investment Advisor
in Austin, TX

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About this Advisor

Matthew Anderson is a certified financial planner based in Austin, Texas who has 6 years of relevant experience. Anderson is an employee of Per Stirling Capital Management, LLC. Anderson has gained experience at Per Stirling Capital Management, LLC, B.B. Graham & Company, Inc, Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group and Securities America Inc. Anderson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, New Mexico, New York and Texas. Per Stirling Capital Management, LLC is a financial advisory firm that has its headquarters in Austin, TX. The firm has offices in two locations and a total of 30 employees. It administers $1 billion in total assets among its 3,434 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,434 accounts, 32% belong to high-net-worth investors who have greater than $1 million in assets. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services are based on which service is provided. However, fee types 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*

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

Matthew Anderson Work History

Matthew 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 & Company, Inc

2015 - 2016 (1 year)

Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group

2005 - 2016 (11 years)

Securities America 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 Matthew Anderson 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
Michael Katrein
Austin, TX
Hannah Simpson
Austin, TX
Ronsey Chawla
Austin, TX
Bradford Borman
Austin, TX
Rachel Hurley
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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