Carol Elois Sheffield

Employer firm

Per Stirling Capital Management, LLC CRD 151671

$1.57B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 01/2017
  Per Stirling Capital Management
  Austin, TX
• 01/2017 → 10/2020
  Per Stirling Capital Management
  Austin, TX
• 11/2020 → 06/2021
  Per Stirling Capital Management, Llc
  Austin, TX
• 06/2021 → Present
  Per Stirling Capital Management, Llc
  Austin, TX

Other Businesses

1) Sheffield Bookkeeping, LLC; Non-investment related; Address: 1501 Thompson Ranch Rd, Wimberley, TX, 78676; Nature: Bookkeeping Services; Position: Co-Owner; Start Date: 08/2016; Number of Hours: Approximately 1 hours/month during non-trading hours; Description: various bookkeeping and administrative tasks. 2) Garner Heating and Air Conditioning, Inc.; Non-Investment Related; Address: 731 Roland Lane, Kyle, TX, 78640; Nature: HVAC installation, service and repair; Position: Co-Owner, Vice President and Secretary; Start Date: 1/29/2025; Number of Hours: Approximately 4 hours/month during non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-07

Other Names

• Carol E Ramos
• Carol E Sheffield
• Carol Sheffield