# Sterling Advisor Group

> 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.

- CRD: 147357
- Filed as: STERLING ADVISOR GROUP
- Legal name: Sterling Investment Advisor, Inc.
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: June 11, 2020
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147357
- AdvisorCensus page: https://advisorcensus.com/firm/sterling-advisor-group-mesa-az-147357

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,650,000
- Discretionary: $6,650,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $9,000,000 |
| High net worth individuals | 15 | $2,650,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: Not reported
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sterling Advisor Group (CRD 147357): Form ADV filing data as of October 2026.