|
⚲
|
| Keyboard |
| Sterling Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 117287 |
| SEC # | 801-63925 |
| CIK # | 0001009198, 0001701132 |
| AUM | 229.3 M (2026-03-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 417-777-7677 |
| Address | 2095 S Boston Place Bolivar, MO 65613 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Ethereum Trust ETF | 5.2 | ||
| Broadcom Inc | 2.3 | ||
| STMicroelectronics NV | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| iShares Comex Gold Trust | 0.6 | ||
| Nvidia Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 62.1 |
| (b) Individuals (high net worth individuals) | 50 | 133.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 34.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 229.3 |
| By Discretionary | ||
| Discretionary | 269 | 229.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 269 | 229.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 229.3 | |
| United States Persons | 0.0 | |
| Total | 269 | 229.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009198] | |
| 13F-HR | [0001701132] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Granite Islands Private Wealth LLC
✚
|
CT | 229.9 M |
|
Lionshead Wealth Management LLC
✚
|
NY | 229.8 M |
|
WLTH Capital Management LLC
✚
|
AZ | 229.8 M |
|
Otter Creek Advisors LLC
✚
|
229.7 M | |
|
Powell Financial Inc
✚
|
NC | 229.2 M |
|
Antonelli Financial Advisors LLC
✚
|
MI | 229.1 M |
|
Hemisphere Partners LLC
✚
|
NY | 228.9 M |
|
LSB Capital Management Inc
✚
|
IA | 228.8 M |
|
JW Korth & Company Limited Partnership
✚
|
MI | 228.7 M |
|
Westview Management LLC
✚
|
VT | 228.6 M |