Richard
Hallum

Per Stirling Capital Management, LLC

CRD#2095016
Investment Advisor
in Austin, TX
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About this Advisor

Richard Hallum is a certified financial planner operating out of Austin, Texas, with 14 years of experience as a financial advisor. Hallum currently works for Per Stirling Capital Management, LLC. Hallum has gained experience at Securities America, Inc, Couch Hallum Financial Group, LLC, Ajl Enterprises, LLC, Richard Hallum Jr. - Coordinator, Spicewood Oaks Advisors, Inc, Per Stirling Capital Management, B.B. Graham & Company and Ss Overlook, LLC. Hallum has a Series 63 license, designating them as a securities representative, and is able to work in Arizona, California, Colorado, Louisiana, Washington, Florida, New Mexico, Texas and Virginia. Per Stirling Capital Management, LLC is an advisory company headquartered in Austin, Texas. The company has offices in two locations and a total of 31 people on staff. It handles $677 million in total assets among its 2,652 client accounts, making it one of the bigger firms in the country by assets under management. Of its 2,652 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. The business 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 vary depending on which services the firm provides the client. However, fees billed by Per Stirling Capital Management, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

No

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

Richard Hallum Work History

Richard has 14 years of experience.

2017 - Present (2 years)

Per Stirling Capital Management

2017 - Present (2 years)

B.B. Graham & Company

2016 - Present (3 years)

Ss Overlook, LLC

2008 - 2017 (9 years)

Spicewood Oaks Advisors, Inc

2005 - Present (14 years)

Richard Hallum Jr. - Coordinator

2004 - 2016 (12 years)

Securities America, Inc

2004 - 2017 (13 years)

Couch Hallum Financial Group, LLC

2004 - Present (15 years)

Ajl Enterprises, LLC

Disclosures

Richard Hallum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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