Sterling Advisor Group

Overview

Sterling Advisor Group is a limited liability company that operates as a non-independent retail registered investment adviser serving individual and family clients. The firm presents itself as a capital allocator and performs selection of other advisers, indicating it outsources or places capital with external managers as part of its client solutions. Its fee arrangements include a percentage-of-AUM component plus other fee types. Sterling Advisor Group is not positioned as an active ESG investor and does not list multi-state registration or pension-consulting activity. The firm also notes an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives