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STERLING FINANCIAL ADVISORS, LLC
CRD 107783File 801-126400
APPROVED
Retail clients
Disclosure events
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.6M
Bottom 25% of cohort (national)
Discretionary AUM
$118.6M
Non-discretionary $26.0M
Clients
143
321 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 17, 2022
- Principal office
- Not reported
- Phone
- 402-970-9300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.6M
- Discretionary AUM
- $118.6M
- Non-discretionary AUM
- $26.0M
- Discretionary accounts
- 261
- Non-discretionary accounts
- 60
- Total accounts
- 321
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.0M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 51 | $97.4M |
| Pension and profit sharing plans | Fewer than 5 | $11.2M |
| Individuals (other than high net worth individuals) | 92 | $28.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.