STERLING ADVISORY GROUP LLC

Overview

Sterling Advisory Group LLC operates as an independent RIA focused on serving individual and family clients with a mix of financial planning and portfolio management services. The firm runs primarily discretionary portfolios and emphasizes equity exposure, deploying exchange-traded equities and separately managed equity strategies as the core of client accounts. Advisory services extend to financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and pension consulting. Sterling identifies as an active ESG investor and incorporates environmental, social and governance considerations into its investment process. Fee arrangements include a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across planning and investment relationships. The firm is structured as an LLC, owned by individuals, and does not position itself as a capital allocator; instead it relies on third‑party managers for alternative exposure when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices