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| Sterling Investment Advisors Ltd
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|---|---|
| CRD # | 140710 |
| SEC # | 801-66769 |
| CIK # | 0001009198, 0001701132 |
| AUM | 1,075.8 M (2026-03-21) |
| Employees | 7 (100% Investors, 57% Brokers) |
| Phone | 610-560-0400 |
| Address | 1055 Westlakes Drive Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| 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) | 242 | 58.0 |
| (b) Individuals (high net worth individuals) | 194 | 1,009.8 |
| (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 | 0.8 |
| (h) Charitable organizations | 0 | 2.2 |
| (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 | 6 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,611 | 1,075.8 |
| By Discretionary | ||
| Discretionary | 1,611 | 1,075.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,611 | 1,075.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,075.8 | |
| Total | 1,611 | 1,075.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009198] | |
| 13F-HR | [0001701132] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 20 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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VA | 1,079.0 M |
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Elwood & Goetz Wealth Advisory Group LLC
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GA | 1,073.8 M |
|
Mattern Capital Management LLC
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|
CO | 1,073.7 M |
|
American Investment Services Inc
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|
MA | 1,073.0 M |
|
Spinnaker Investment Group LLC
✚
|
CA | 1,072.9 M |