STERLING ADVISORY SERVICES, LLC

Overview

Sterling Advisory Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator, blending discretionary portfolio management with non‑discretionary advisory relationships and selection of third‑party advisers. Its stated fee models include a percentage of AUM, hourly billing and fixed fees, and the firm also lists accounting among its business activities, which suggests a client service model that combines tax/accounting work with investment advice. Investment posture is equity‑leaning: Sterling favors exchange‑traded equities and related ETF exposures as the core of client portfolios, while also using mutual funds and external managers for specific strategies. The firm is not identified as an ESG investor and is oriented toward a small number of high‑balance individual and family clients rather than broad retail scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices