Sterling Retirement Group of Sacramento is an SEC registered investment adviser organized as a corporation with a primary office location in Roseville, CA. Its latest Form ADV filing, dated March 26, 2026, reports $253M in regulatory assets under management, 4 employees, and 1,050 accounts.
Assets Under Management
$253M
Employees
4
Offices
--
Total Clients
515
Primary office
ROSEVILLE, CA
300 HARDING BLVD #115, ROSEVILLE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.0% of total clients.
Top client categories% of clientsClients
1
Individuals
85.0%
438
2
HNWI
12.6%
65
3
Pension Plans
2.3%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 26, 2026
Discretionary92.9%
$235M
93% of total RAUM92.9%
Non-discretionary7.1%
$18M
7% of total RAUM7.1%
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.
Total AUM$253M
Total Accounts1,050
10Y AUM Change+$141M (+125.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee129:1
10Y Employee Change+1 (+33.3%)
* 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.