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| Keyboard |
| Stirlingshire RIA LLC
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|---|---|
| CRD # | 327779 |
| SEC # | 801-128665 |
| CIK # | |
| AUM | 179.8 M (2026-03-05) |
| Employees | 29 (86% Investors, 93% Brokers) |
| Phone | 877-600-7026 |
| Address | 15 W 38th St New York, NY 10018 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 45.0 |
| (b) Individuals (high net worth individuals) | 570 | 134.9 |
| (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 | 1,135 | 179.8 |
| By Discretionary | ||
| Discretionary | 1,135 | 179.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,135 | 179.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.8 | |
| Total | 1,135 | 179.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wacker & Associates Inc
✚
|
MN | 180.2 M |
|
Hall Capital LLC
✚
|
CA | 180.0 M |
|
Kestrel Investment Management Corp
✚
|
CA | 180.0 M |
|
C2C Wealth Management LLC
✚
|
AZ | 179.8 M |
|
Bey-Douglas LLC
✚
|
GA | 179.8 M |
|
Winter & Associates Inc
✚
|
MN | 179.7 M |
|
Keen Capital Ltd
✚
|
SC | 179.7 M |
|
Leeds Capital Group LLC
✚
|
CA | 179.7 M |
|
Rare Wolf Capital LLC
✚
|
WA | 179.6 M |
|
Allaria Asset Management LLC
✚
|
FL | 179.6 M |