OAKHURST, CACRD 108685Latest ADV February 18, 2026
Sierra Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakhurst, CA. Its latest Form ADV filing, dated February 18, 2026, reports $462M in regulatory assets under management, 3 employees, and 1,758 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.9% of total clients.
Top client categories% of clientsClients
1
Individuals
82.9%
738
2
HNWI
12.5%
111
3
Pension Plans
2.8%
25
4
Corporations
1.0%
9
5
Charitable
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$462Mas of February 18, 2026
Discretionary98.6%
$456M
99% of total RAUM98.6%
Non-discretionary1.4%
$6M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$462M
Total Accounts1,758
10Y AUM Change+$300M (+184.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee297:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.