Sterling Investment Advisors Ltd.

RIASEC RegisteredEst. 2006
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$668K
Accounts
1,611
Employees
7
Advisory reps
7

Firm details

Headquarters
Berwyn, Pennsylvania
CRD number
140710
Registered since
May 31, 2006
Website
www.sterling-advisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.86%
  • Individuals5.39%
  • Corporations / Businesses0.47%
  • Charitable Organizations0.2%
  • Pension & Profit Sharing Plans0.07%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sterling Investment Advisors Ltd. is an independent registered investment adviser that has been SEC‑registered since 2006 and operates as a capital allocator to both individual/family and institutional clients. The firm offers a mix of advisory services — financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers — and charges clients via a combination of percentage‑of‑AUM, hourly, and fixed‑fee arrangements. Sterling identifies as an active ESG investor and uses external managers as part of its allocation process rather than relying solely on in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 34%, Cash & Cash Equivalents 4%, Private Funds 3%, State & Local Bonds 2%, US Government Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents4%
  • Private Funds3%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Catherine Whetstone

    Catherine Whetstone

    Chief Compliance OfficerCRD 7295172

Contacts

3 of 6
  • Matthew Croley

    Matthew Croley

    Director of OperationsCRD 4504182

  • David Newcomb

    David Newcomb

    Director of Portfolio DesignCRD 2671317

  • Timothy Flatley

    Timothy Flatley

    ​President and FounderCRD 1171110

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 110

Active vs passive

$245M in ETFs

Passive

74%

$181M

Active

13%

$63.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)BlackRockPassiveLarge Value$23.5M305,3129.61%
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Location

Primary office

Berwyn, PA

Chester

Location

Berwyn, PA

Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
1055 Westlakes Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth