# Sterling Bridge Financial Group LLC

> Sterling Bridge Financial Group LLC is an SEC-registered investment advisory firm in Palm Harbor, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 304409
- Filed as: STERLING BRIDGE FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304409
- AdvisorCensus page: https://advisorcensus.com/firm/sterling-bridge-financial-group-llc-palm-harbor-fl-304409

## Quick answers

**How is Sterling Bridge Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sterling Bridge Financial Group LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Sterling Bridge Financial Group LLC located?**
Sterling Bridge Financial Group LLC's principal office is in Palm Harbor, FL, according to its Form ADV.

**Is Sterling Bridge Financial Group LLC registered with the SEC or a state?**
Sterling Bridge Financial Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 304409.

**How much does Sterling Bridge Financial Group LLC manage?**
Sterling Bridge Financial Group LLC reports $131,066,360 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Sterling Bridge Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (776); high net worth individuals (50); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Sterling Bridge Financial Group LLC use?**
Sterling Bridge Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sterling Bridge Financial Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304409

**Does Sterling Bridge Financial Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is an account minimum of $250,000 for any of SBFG’s services. SBFG may waive this requirement in our sole discretion."

**What changed in Sterling Bridge Financial Group LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $250,000 for any of SBFG’s services. SBFG may waive this requirement in our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,066,360
- Discretionary: $131,066,360
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 776 | $93,370,898 |
| High net worth individuals | 50 | $37,329,916 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $365,546 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sterlingbridgefg.com
- Facebook @sterlingbridgefg
- LinkedIn @sterlingbridgefg

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sterling Bridge Financial Group LLC (CRD 304409): Form ADV filing data as of October 2026.