Stirling Financial Group
Stirling Financial Group is an SEC-registered mass-market adviser in San Diego, CA with $179.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Stirling Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327004, SEC 801-129771, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $179.7M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 2
- Clients
- 304
- CRD
- 327004
- Ownership
- DUDLEY, THOMAS, SCOTT
How much AUM does Stirling Financial Group have?
Stirling Financial Group reported $179.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Stirling Financial Group?
Disclosed owners and executives of Stirling Financial Group include DUDLEY, THOMAS, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.