Sterling Advisory Services, LLC

Overview

Sterling Advisory Services, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, fixed, and other fee arrangements. Its client base is primarily individual and family clients rather than institutional mandates. Investment activity centers on equities, with a stated preference for non-exchange-traded equity exposure. The firm is not positioned as an active ESG investor, does not serve as a pension consultant, and is not classified as a capital allocator. It lists business activity as Other Financial Product Salesperson, reflecting a multi-faceted revenue and product approach rather than a single-practice model.

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