# Sterling Oak Advisors

> Sterling Oak Advisors is a state-registered investment advisory firm in Boston, MA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 152267
- Filed as: STERLING OAK ADVISORS
- Legal name: O'Connor, Brian Thomas
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152267
- AdvisorCensus page: https://advisorcensus.com/firm/sterling-oak-advisors-boston-ma-152267

## Quick answers

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

**Where is Sterling Oak Advisors located?**
Sterling Oak Advisors' principal office is in Boston, MA, according to its Form ADV.

**Is Sterling Oak Advisors registered with the SEC or a state?**
Sterling Oak Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152267.

**How much does Sterling Oak Advisors manage?**
Sterling Oak Advisors reports $47,500,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Sterling Oak Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36).

**Does Sterling Oak Advisors 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/152267

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,500,000
- Discretionary: $47,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $47,500,000 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sterlingoakwealth.com
- Facebook @SterlingOakWealthManagement
- LinkedIn @sterling-oak-advisors
- X @Sterling_Oak

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sterling Oak Advisors (CRD 152267): Form ADV filing data as of October 2026.