Ronsey Chawla

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

• 08/2012 → Present
  Per Stirling Capital Management, Llc
  Austin, TX

Other Businesses

1) COOKIE JAR, LLC; INVESTMENT-RELATED; ADDRESS: 3751 FAR WEST BLVD., SUITE 94, AUSTIN, TX, 78731; NATURE: RENTAL PROPERTY/REAL ESTATE; POSITON: MANAGING MEMBER; START DATE: 05/2014; NUMBER OF HOURS: 2-5 HOURS/YEAR OUTSIDE OF TRADING HOURS. 2) SS OVERLOOK, LLC; INVESTMENT-RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN, TX 78746; NATURE: COMMERCIAL REAL ESTATE; POSITION: MINORITY PARTNER; START DATE: 11/2016; NUMBER OF HOURS: 3 HOURS/MONTH OUTSIDE OF TRADING HOURS. 3) CHAWLA ADVISORY SERVICES, LLC; INVESTMENT-RELATED: ADDRESS 3751 FAR WEST BLVD., SUITE 94, AUSTIN, TX, 78731; POSITION: Owner; Start Date: 05/2021; NUMBER OF HOURS: 0 HOURS/MONTH; THIS ENTITY WAS ESTABLISHED TO ACCEPT IAR'S COMPENSATION FROM PER STIRLING. 4) PERSONAL FINANCE SUMMER CAMP; INVESTMENT-RELATED; ADRESS: 3751 FAR W BLVD., SUITE 94, AUSTIN, TX, 78731; NATURE: CAMP FOR CHILDREN TO LEARN ABOUT FINANCE; POSITION: INSTRUCTOR; START DATE: 06/2025; NUMBER OF HOURS: 15 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-05

Designations

• Certified Financial Planner