STERLING RETIREMENT GROUP OF SACRAMENTO

Legal name: STERLING RETIREMENT GROUP OF SACRAMENTO INC.

CRD 168397File 801-127819

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$253.0M

Below cohort median (national)

Discretionary AUM

$235.0M

Non-discretionary $18.0M

Clients

515

1,050 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: May 19, 2023
Principal office: 300 HARDING BLVD #115, ROSEVILLE, CA, 95678
Phone: 916-724-1702
Website: HTTP://WWW.FACEBOOK.COM/STERLING-RETIREMENT-GROUP-OF-SACRAMENTO-1441608879489362

Assets & accounts

ADV Item 5F

Total regulatory AUM: $253.0M
Discretionary AUM: $235.0M
Non-discretionary AUM: $18.0M
Discretionary accounts: 1,035
Non-discretionary accounts: 15
Total accounts: 1,050
AUM per client: $491K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	65	$48.0M
Pension and profit sharing plans	12	$18.0M
Individuals (other than high net worth individuals)	438	$187.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
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

This 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.