RIA Intel›Advisers›Arizona›STERLING INVESTMENT MANAGEMENT, LLC

STERLING INVESTMENT MANAGEMENT, LLC

Advisory

N·TUCSON, AZ

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$409M
1-Year AUM Growth
+8.7%
3-Year CAGR
+1.6%
Employees
4
Assets Under Management
Total AUM$409M
Discretionary AUM$409M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients148
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record48
First FilingNov 8, 2001
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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