Evan Mitchell
Financial advisor at Stirlingshire Investments, Inc. · New York, NY
Last updated 2026-10-10
Claim your profileEvan Mitchell is a financial advisor at Stirlingshire Investments, Inc. in New York, NY, CRD 8198667. Licenses and exams on the registration: Series 66. IAPD registration began 2026-02-18.
Registration
- CRD number
- 8198667
- Registration status
- Active
- IAPD registration
- 2026-02-18
- Industry Experience
- 0 years
- Work Experience
- 12 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2024-12 to 2026-03 · Bankers Life & Casualty, Inc · Grand Prairie, TX
- 2014-01 to 2024-08 · Mitchell's Furniture and Mattress City · Midland, TX
- 2025-12 to 2026-03 · Bankers Life Securities, Inc · Grand Prairie, TX
- 2026-02 to Present · Bankers Life Advisory Services, Inc · Grand Prairie, TX
- 2026-03 to Present · Stirlingshire Investments RIA LLC · New York, NY
- 2026-03 to Present · Stirlingshire Investments Bd LLC · New York, NY
- 2024-09 to 2024-11 · N/A · Grand Prairie, TX
Current employment
- Stirlingshire Investments · New York, NY
Stirlingshire Investments, Inc.
- Regulatory AUM
- $244,624,972
- Registered advisors
- 28
- Offices
- 26
- Clients per advisor
- 38.3 (Low)
- Average AUM per client
- $228.4K (Low)
- High-net-worth client ratio
- 32.2% (Moderate)
Stirlingshire Investments, Inc.: advisors, services and reported ETF investments
About
Evan Mitchell is a financial advisor at Stirlingshire Investments, operating as Stirlingshire Investments, Inc. in New York, NY. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 12 years of reported work history.
Stirlingshire Investments, Inc.'s firm-level Form ADV reports 28 advisors across 26 offices; approximately 38.3 clients per advisor, average assets per client of $228,408, and regulatory AUM of $244.6M; client categories including Individuals (non-HNW) and High net worth individuals; services including Portfolio Management: Individuals and Small Businesses and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $84.3M across 111 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Evan Mitchell personally.
Reported ETF positions
Stirlingshire Investments reports 111 ETF positions worth $84.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| JAAA — Janus Henderson AAA CLO ETF | $4.7M |
| VCSH — Vanguard Short-Term Corporate Bond ETF | $4.3M |
| MGV — Vanguard Morningstar Mega Cap Value ETF | $3.8M |
| VUSB — Vanguard Ultra-Short Bond ETF | $3.7M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $2.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Stirlingshire Investments's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $733.4K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $733.4K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $206.3K | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $241.6K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Stirlingshire Investments, Inc. on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
Location
15 W 38th St., New York, NY 10018
28 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 877-600-7026
- Website: stirlingshire.com
Official record
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