Sterling Investment Advisors,LLC
Firm details
- Headquarters
- Bolivar, Missouri
- CRD number
- 117287
- Registered since
- February 10, 2005
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.08%
- Individuals27.07%
- Charitable Organizations14.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sterling Investment Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2005. The firm is organized as an LLC under individual ownership and serves both individual and family clients as well as institutional accounts. Its advisory services combine financial planning with portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements include percentage-of-assets, hourly engagements, and fixed-fee arrangements. Sterling does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$228M in ETFs
96%
$220M
0%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $40.6M | 418,911 | 17.80% |
Location
Bolivar, MO
Polk
Location
Bolivar, MO
Headquartered in Bolivar, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Polk
- Address
- 2095 S Boston Pl
- Time zone
- CT (UTC-6)
- Office locations
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