STIRLING FINANCIAL GROUP

Legal name: LEEDS CAPITAL GROUP, LLC

CRD 327004File 801-129771

APPROVED

Retail clients

Filing as of Apr 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.7M

Bottom 25% of cohort (national)

Discretionary AUM

$179.7M

Clients

304

475 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jul 19, 2024
Principal office: 402 WEST BROADWAY, SUITE 1100, SAN DIEGO, CA, 92101
Phone: 619-435-1210
Website: https://www.stirlingfinancialgroup.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.7M
Discretionary AUM: $179.7M
Non-discretionary AUM: $0
Discretionary accounts: 475
Non-discretionary accounts: 0
Total accounts: 475
AUM per client: $591K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$2.2M
Charitable organizations	Fewer than 5	$32K
High net worth individuals	98	$129.6M
Pension and profit sharing plans	9	$6.6M
Individuals (other than high net worth individuals)	190	$41.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
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.