This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PER STIRLING CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 10, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Nov 10, 1993

First registration

May 12, 2008

Dual registered

yes, broker-dealer

Other names

STEVE CARTWRIGHT

IAPD individual key

2391083

• Occurred

  Sep 18, 2023
  Advisor changed firm

  Steven Allen Cartwright left Ascensus Investment Advisors, Llc for Per Stirling Capital Management, Llc (registered 2023-09-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:073e3d92-0d06-10ec-17c4-0d7dd730884c

First observed

May 12, 2008

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.