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Sterling Investment Advisors,llc

● SEC registered since 2005CRD 117287SEC# 801-63925Bolivar, MO
Export (members)
Reg. AUM
$229.3M
Employees
5
Accounts
269
Location
Bolivar, MO

Sterling Investment Advisors,llc assets under management

Sterling Investment Advisors,llc is a registered investment adviser overseen by the SEC based in Bolivar, MO. The firm has been registered since 2005. It reports $229.3 million in regulatory assets under management and employs 5 people.

Sterling Investment Advisors,llc owners & executives

3 reported
NameTitleOwnershipSince
James Gatlin Jones ControlManaging MemberOver 75%1996
John Ashley JonesChief Compliance OfficerUnder 5%2004
Tara Elizabeth Parson ControlPartner25-50%2025

Frequently asked questions

How much does Sterling Investment Advisors,llc manage?

Sterling Investment Advisors,llc reports $229.3 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Investment Advisors,llc have?

Sterling Investment Advisors,llc reports 5 employees.

Where is Sterling Investment Advisors,llc located?

Sterling Investment Advisors,llc is based in Bolivar, MO and has been SEC-registered since 2005.

Does Sterling Investment Advisors,llc disclose fund performance?

Sterling Investment Advisors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2095 S. Boston Place, Bolivar, MO 65613
Phone417-777-7677
Fax417-777-8958
Office hours8:00 A.M - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1009198
Discloses disciplinary historyNo

Assets under management

Discretionary$229.3M
Non-discretionary$0
Total (RAUM)$229.3M