Sterling Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,092,509
Clients
85
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
85
Very HighAverage account size
$354,030
About
Sterling Advisory Group is a state‑registered independent investment adviser founded in 2023 that provides portfolio management, financial planning, and retirement plan consulting to high‑net‑worth individuals, families, employer‑sponsored qualified plans, pension plans, businesses, trusts, and foundations. The firm manages roughly $30 million in discretionary assets and serves both individual and institutional clients, including participant account management for defined contribution plans.
The firm emphasizes Shariah‑compliant and socially responsible investment selection and implements strategic asset‑allocation models (aggressive, growth, balanced, conservative) using diversified ETFs, mutual funds, equities, fixed income and, for qualified investors, alternative investments. Most accounts are managed on a discretionary basis, custodied at Charles Schwab, and ongoing financial planning is integrated into the advisory relationship and reviews.
Notably, Sterling provides portfolio management for institutional clients and pension consulting—services that are uncommon for solo independent advisers of this size—and indicates pension planning is included at no additional cost for new clients. The firm also uses a third‑party platform to provide discretionary participant account management for held‑away retirement assets and applies Shariah/ESG screening in its investment process.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
ESG / Sustainable investing
Private / alternative investments
Equity compensation tax strategy
Business succession planning
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Values-based investing
Fee options
Fixed fees from $1,500 to $7,500 depending on client circumstances
$0 - $500,000: 1.35% $500,001 - $2,500,000: 1.15% $2,500,001 - $4,000,000: 1.00% $4,000,001+: 0.75%
$175 to $500 per hour depending on complexity
Main office location
Sterling Advisory Group LLC
29777 Telegraph Road, Suite 3590 2
Southfield MI 48034, United States
Number of offices
1
Most active in
Sterling Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Michigan · Ohio · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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