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FORM ADV PART 2A Disclosure Brochure Version Date: 03/25/2022Item 1. Cover Letter4800 Bee Caves Road Austin, Texas 78746 www.perstirling.com (512) 6282300 (888) 3556075 Fax: (512) 5510050 CRD#: 151671
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How to fill out form adv part 2a

01
Obtain a copy of Form ADV Part 2A from the Securities and Exchange Commission (SEC) website or your investment advisor.
02
Start by filling out the general information section which includes your firm's name, address, and contact information.
03
Provide information about your firm's ownership, control, and affiliations.
04
Disclose information about your firm's investment strategies, methods of analysis, and risk of loss.
05
Describe any disciplinary information regarding your firm or its employees.
06
Include information about fees, compensation, and potential conflicts of interest.
07
Review the completed form for accuracy and completeness before submitting it to the SEC.

Who needs form adv part 2a?

01
Investment advisors who are registered with the SEC need to fill out Form ADV Part 2A.
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Form ADV Part 2A is a disclosure document that provides information about an investment advisor's business practices, conflicts of interest, and fees to clients and prospective clients.
Registered investment advisors (RIAs) are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC) or state securities regulators.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide detailed information about their business practices, fees, conflicts of interest, and disciplinary history.
The purpose of Form ADV Part 2A is to provide clients and prospective clients with important information about an investment advisor's business practices, conflicts of interest, fees, and disciplinary history.
Form ADV Part 2A requires investment advisors to report information such as their business practices, fees, conflicts of interest, disciplinary history, and other key disclosures.
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