DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Stirling Phipps
Feed of 09/14/2026
Also filed as Bob Phipps
At current firm
16 y
since Nov 24, 2009
In the industry
39 y
since Jun 25, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Per Stirling Capital Management, LLC independent RIA currentsince Nov 24, 2009 · Austin, Tx
- Choice Advisory Group, Inc. formerOct 29, 2009 to Dec 31, 2010 · Austin, Tx
- Cach Capital Management, LLC unclassifiedMar 28, 2007 to Sep 30, 2009 · Houston, Tx
- Choice Advisory Group, Inc. formerJun 21, 2005 to Apr 19, 2007 · Austin, Tx
- Choice Investments, Inc. unclassifiedJun 21, 2005 to Jul 3, 2006 · Austin, Tx
- Lucien Stirling & Gray Advisory Group Inc independent RIAAug 27, 2003 to Jul 18, 2005 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Choice Advisory Group, Inc. to Per Stirling Capital Management, LLCleft Dec 31, 2010, registered Nov 24, 2009 (-402 days) · Other
- Cach Capital Management, LLC to Choice Advisory Group, Inc.left Sep 30, 2009, registered Oct 29, 2009 (29 days) · Other
- Choice Advisory Group, Inc. to Cach Capital Management, LLCleft Apr 19, 2007, registered Mar 28, 2007 (-22 days) · Other
- Choice Investments, Inc. to Choice Advisory Group, Inc.left Jul 3, 2006, registered Jun 21, 2005 (-377 days) · Other
- Lucien Stirling & Gray Advisory Group Inc to Choice Investments, Inc.left Jul 18, 2005, registered Jun 21, 2005 (-27 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address