AdvisorCensus / Financial advisors / Arizona / Phoenix / Sterling Advisor Group

Sterling Advisor Group

Mesa, AZState-registered investment adviserCRD 147357

Filed as STERLING ADVISOR GROUP · Legal name Sterling Investment Advisor, Inc.

Sterling Advisor Group is a state-registered investment advisory firm in Mesa, AZ, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 11, 2020.

Not reported

registration date

$11,650,000

assets under management

2 arrangements

Percentage of assets, Other

None

disclosure items (Item 11)

Quick answers

From the filing

How is Sterling Advisor Group compensated?

On its Form ADV (Item 5.E, October 2026), Sterling Advisor Group reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Sterling Advisor Group located?

Sterling Advisor Group's principal office is in Mesa, AZ, according to its Form ADV.

Is Sterling Advisor Group registered with the SEC or a state?

Sterling Advisor Group is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 147357.

How much does Sterling Advisor Group manage?

Sterling Advisor Group reports $11,650,000 in regulatory assets under management in its Form ADV filing dated June 11, 2020 (57% discretionary).

What types of clients does Sterling Advisor Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (15).

Does Sterling Advisor Group report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147357

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$11,650,000

$11,650,000 as of October 2026, filing dated June 11, 2020.

Discretionary: $6,650,000.Non-discretionary: $5,000,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 250 Assets $9,000,000 (77%)

High net worth individuals

Clients 15 Assets $2,650,000 (23%)

Banking or thrift institutions

Clients 0 Assets Not reported

Investment companies

Clients 0 Assets Not reported

Business development companies

Clients 0 Assets Not reported

Pooled investment vehicles (other than investment companies and business development companies)

Clients 0 Assets Not reported

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients 0 Assets Not reported

Charitable organizations

Clients 0 Assets Not reported

State or municipal government entities (including government pension plans)

Clients 0 Assets Not reported

Other investment advisers

Clients 0 Assets Not reported

Insurance companies

Clients 0 Assets Not reported

Sovereign wealth funds and foreign official institutions

Clients 0 Assets Not reported

Corporations or other businesses not listed above

Clients 0 Assets Not reported

Other

Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5

Legal name: Sterling Investment Advisor, Inc.
Registration: State-registered investment adviser. Status as filed: TERMREQUEST.
Registered since: Not reported.
Employees: Total: 7. Performing investment advisory functions: 6.
Wrap fee program participation: No.
States registered or notice-filed: Not reported.

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Sterling Advisor Group (CRD 147357): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/sterling-advisor-group-mesa-az-147357