STERLING FINANCIAL GROUP, INC.

Overview

Sterling Financial Group, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and advisory services. The firm acts as a capital allocator and offers both discretionary portfolio management and selection of third‑party managers, which supports a blended approach that pairs mutual funds and ETFs with access to alternative external managers. Advisory services include publication of periodicals or newsletters and educational seminars, signaling a client‑education emphasis alongside portfolio oversight. Sterling does not identify as an active ESG investor and is not positioned as a multi‑state adviser. Sterling’s business model combines traditional fee arrangements — percentage of assets under management, hourly charges and fixed fees — and the firm provides advisory services for individuals, small businesses and institutions. The adviser’s stated activities include selecting other advisers, which aligns with its allocation to external alternative managers and the use of third‑party funds when custom exposure or specialist capabilities are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices