Alexander R. Hallum

PER STIRLING CAPITAL MANAGEMENT

Austin, TX 78759

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CRD#: 7375376

Professional summary

Alexander Richmond Hallum is a registered financial advisor currently at PER STIRLING CAPITAL MANAGEMENT, LLC located in Austin, Texas.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexander has worked at 1 firm and has passed the Series 65 exam.

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.

UBER; NON-INVESTMENT RELATED; ADDRESS: 1515 THIRD ST, SAN FRANCISCO, CA, 94103; NATURE: RIDE SHARE; POSITION: DRIVER; START DATE: 11/10/2023; NUMBER OF HOURS: APPROXIMETLY 30 HOURS PER MONTH ALL OUTSIDE OF TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Richmond Hallum'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

June 2, 2023 - Present

PER STIRLING CAPITAL MANAGEMENT, LLC

Office #1: 4900 Spicewood Springs Road Suite 300, Austin, TX 78759

RIA

CRD#: 151671

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.

Highlighted states indicate IAR registrations

IAR

Texas
(6/2/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/2/2023

Uniform Investment Adviser Law Examination

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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Alexander R. Hallum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Richmond Hallum's CRS (Customer Relationship Summary).

Certified licenses

Experience

PER STIRLING CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

PER STIRLING CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2023

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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