Nathan E. Trenholm

PER STIRLING CAPITAL MANAGEMENT

Austin, TX 78746

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CRD#: 5809544

Professional summary

Nathan Everett Trenholm is a registered financial advisor currently at PER STIRLING CAPITAL MANAGEMENT, LLC located in Austin, Texas and B.B. GRAHAM & COMPANY, INC. located in Austin, Texas.

Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Nathan has worked at 4 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: 1) B.B. GRAHAM & COMPANY - INVESTMENT RELATED;4800 BEE CAVES ROAD AUSTIN, TX, USA, 78746; NATURE OF BUSINESS: BROKER DEALER; POSITION:REGISTERED REPRESENTATIVE; START DATE: 08/2017. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B. B. GRAHAM & CO, INC: 2) PER STIRLING CAPITAL MANAGEMENT; INVESTMENT RELATED; 4800 BEE CAVES ROAD AUSTIN, TX, USA, 78746; REGISTERED INVESTMENT ADVISER; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 06/2017; PROVIDE INVESTMENT MANAGEMENT SERVICES TO CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Everett Trenholm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 7, 2017 - Present

PER STIRLING CAPITAL MANAGEMENT, LLC

Office #1: 4800 Bee Caves Road, Austin, TX 78746

RIA

CRD#: 151671

Austin, TX

Current

November 8, 2017 - Present

B.B. GRAHAM & COMPANY, INC.

Office #1: 4800 Bee Cave Drive, Austin, TX 78746

RIA

CRD#: 41533

Austin, TX

Past

October 24, 2011 - August 9, 2016

PER STIRLING CAPITAL MANAGEMENT, LLC

RIA

CRD#: 151671

AUSTIN, TX

Past

January 3, 2011 - November 9, 2011

CHOICE ADVISORY GROUP, INC.

RIA

CRD#: 135226

AUSTIN, TX

Past

July 9, 2010 - November 9, 2011

CHOICE INVESTMENTS, INC.

CRD#: 17665

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PER STIRLING CAPITAL MANAGEMENT, LLC

PER STIRLING | PER STIRLING PRIVATE WEALTH | PER STIRLING INVESTMENTS | PER STIRLING GROUP, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671 / SEC#: 801-70707

RIA

Registered Investment Advisory firm - (10/28/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/14/2018)

Colorado
(4/5/2018)

Florida
(4/5/2018)

IAR

Texas
(7/7/2017)

Texas
(12/1/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/14/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/6/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PER STIRLING CAPITAL MANAGEMENT, LLC

PER STIRLING | PER STIRLING PRIVATE WEALTH | PER STIRLING INVESTMENTS | PER STIRLING GROUP, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671 / SEC#: 801-70707

RIA

Registered Investment Advisory firm - (10/28/2009 Approved)

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Contact information

Main Address

4800 Bee Caves Road, Austin, TX 78746

Mailing Address

Phone number

(512) 628-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-28 PSCM FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,584
AUM (Assets Under Management)	$ 1,387,216,441

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Nathan E. Trenholm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Everett Trenholm's CRS (Customer Relationship Summary).

Certified licenses

Experience

B.B. GRAHAM & COMPANY, INC.

PER STIRLING CAPITAL MANAGEMENT, LLC

CHOICE ADVISORY GROUP, INC.

CHOICE INVESTMENTS, INC.

Primary Firm SEC Registration

PER STIRLING CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/14/2018

Series 66

Date: 10/6/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/8/2017

FINRA

Current Firm

PER STIRLING CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PER STIRLING CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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