Sterling Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 18, 2026, reports $409M in regulatory assets under management, 8 employees, 1 office, and 399 accounts.
Assets Under Management
$409M
Employees
8
Offices
1 office
Total Clients
151
Primary office
TUCSON, AZ
6262 NORTH SWAN RD., SUITE 210, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.0% of total clients.
Top client categories% of clientsClients
1
HNWI
49.0%
74
2
Individuals
43.0%
65
3
Charitable
4.6%
7
4
Corporations
2.6%
4
5
Government
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$409Mas of March 18, 2026
Discretionary100.0%
$409M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$409M
Total Accounts399
10Y AUM Change+$149M (+57.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee19:1
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.