STIRLING FINANCIAL GROUP

RIASEC RegisteredEst. 2024

Total AUM

$180M

Discretionary

$180M

100% of AUM

Avg account

$378K

Accounts

475

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 327004
Registered since: July 19, 2024
Website: stirlingfinancialgroup.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.16%
Individuals22.9%
Pension & Profit Sharing Plans3.7%
Corporations / Businesses1.22%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stirling Financial Group is an independent SEC-registered investment adviser organized as an LLC and listed as owner-operated. The firm reports SEC registration in 2024 and serves both individual & family clients and institutional/business clients. It charges fees on a percentage-of-AUM basis and also uses fixed fees for some engagements. Its ADV lists core advisory services as financial planning and portfolio management for individuals, small businesses, and institutions; pension consulting services are also included among its advisory activities. Stirling does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not designated as a capital allocator.