Stirlingshire RIA LLC

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Assets, Funds, Holdings

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Stirlingshire RIA LLC
CRD #327779
SEC #801-128665
CIK #
AUM $69.2 M (2025-05-14)
Employees 29 (97% Investors, 97% Brokers)
Phone877-600-7026
Address15 W 38th St
New York, NY 10018
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
705642281402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 264 69.2
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 371 69.2
By Discretionary
Discretionary 371 69.2
Non-Discretionary 0 0.0
Total 371 69.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 69.2
Total 371 69.2
Comparable Firms State AUM ($B)
Buffalo First Wealth Management LLC
NY 0.1
Betteredge Capital LLC
NY 0.1
Seaside Advisory Services Inc
CA 0.1
CLPF LLC
0.1
The Rikoon Group LLC
0.1
Comprehensive Capital Management Inc
NJ 0.1
ANEW Advisors LLC
WI 0.1
Canterbury Investment Management LLC
IN 0.1
ATCAP Partners LLC
MD 0.1
Guidance Point Retirement Services LLC
ME 0.1
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