Sterling Investment Advisors,llc
Sterling Investment Advisors,llc is an SEC-registered mass-market adviser in Bolivar, MO with $229.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Sterling Investment Advisors,llc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117287, SEC 801-63925, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $229.3M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Bolivar, MO
- Employees
- 5
- Clients
- 269
- CRD
- 117287
- Ownership
- JONES, JAMES, GATLIN; JONES, JOHN, ASHLEY; Parson, Tara, Elizabeth
How much AUM does Sterling Investment Advisors,llc have?
Sterling Investment Advisors,llc reported $229.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Sterling Investment Advisors,llc?
Disclosed owners and executives of Sterling Investment Advisors,llc include JONES, JAMES, GATLIN, JONES, JOHN, ASHLEY, Parson, Tara, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.