Sterling Investment Advisors,LLC
Firm details
- Headquarters
- Bolivar, Missouri
- CRD number
- 117287
- Registered since
- February 10, 2005
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.08%
- Individuals27.07%
- Charitable Organizations14.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sterling Investment Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include a percentage-of-AUM schedule as well as hourly and fixed-fee engagements. Sterling describes itself as a non-ESG-active adviser and does not identify as a multi-state or pension consultant firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
Contacts
3 of 4Tara Parson
AssistantCRD 7661845
John Jones
Managing MemberCRD 4888740
James Jones
Managing MemberCRD 1761488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$234M in ETFs
98%
$229M
0%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $39.8M | 412,090 | 17.00% |
Location
Bolivar, MO
Polk
Location
Bolivar, MO
Headquartered in Bolivar, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Polk
- Address
- 2095 S Boston Pl
- Time zone
- CT (UTC-6)
- Office locations
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