STERLING OAK ADVISORS

Overview

Sterling Oak Advisors is a single-owner, independent registered investment adviser that serves individual and family clients. The firm’s business mixes fee-based portfolio management and financial planning with insurance brokerage services, and it charges advisory fees as a percentage of assets under management. Investment activity is concentrated in exchange-traded equities: the adviser favors equity exposure as the primary building block for client portfolios and runs discretionary mandates across its client base. Sterling Oak Advisors does not position itself as an ESG-focused manager and operates on a relatively local scale rather than as a multi-state platform. Services emphasize bespoke portfolio management for individuals and small businesses, supported by financial planning. Given the firm’s structure and client set, the investment approach appears to prioritize liquid, listed securities delivered through managed accounts and pooled vehicles rather than direct private-asset sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices