Sierra Management Group

Overview

Sierra Management Group is an independent RIA organized as an LLC that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. The firm is registered with the SEC, with registration dated 2026. Its billing mixes percentage-of-AUM fees with hourly charges. Sierra does not identify as an ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. The firm also serves in sponsor and managing-member roles for pooled vehicles and lists accountant and general partner affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices