← Back to searchVisit website
STERLING INVESTMENT ADVISORS,LLC
CRD 117287 · SEC 801-63925
2095 S. BOSTON PLACE, BOLIVAR, MO, 65613, United States
Phone
417-777-7677
Fax
417-777-8958
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.3M
Discretionary AUM
$229.3M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $62.1M |
| High net worth individuals | 50 | $133.1M |
| Charitable organizations | 3 | $34.0M |
| Corporations/business entities | 1 | $330 |
States served
MO, TX
All web addresses on file
Official SEC filing: View on IAPD