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SIERRA ASSET MANAGEMENT
Legal name: SAM ADVISORS, LLC
CRD 108685File 801-56723
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$462.3M
Above cohort median (national)
Discretionary AUM
$455.8M
Non-discretionary $6.4M
Clients
890
1,758 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 28, 1999
- Principal office
- 40312 JUNCTION DRIVE, OAKHURST, CA, 93644-8783
- Phone
- 559-658-5193
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $462.3M
- Discretionary AUM
- $455.8M
- Non-discretionary AUM
- $6.4M
- Discretionary accounts
- 1,754
- Non-discretionary accounts
- 4
- Total accounts
- 1,758
- AUM per client
- $519K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $7.4M |
| Charitable organizations | 7 | $5.6M |
| High net worth individuals | 111 | $260.6M |
| Pension and profit sharing plans | 25 | $48.8M |
| Individuals (other than high net worth individuals) | 738 | $139.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.