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Firm profile

Sterling Bridge Financial Group LLC

PALM HARBOR, FLCRD 304409Registration Status: ApprovedEffective since April 20, 2026Latest ADV March 20, 2026

Sterling Bridge Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Harbor, FL. Its latest Form ADV filing, dated March 20, 2026, reports $131M in regulatory assets under management, 8 employees, and 776 accounts.

Assets Under Management
$131M
Employees
8
Offices
--
Total Clients
827
Primary office
PALM HARBOR, FL
4174 WOODLANDS PARKWAY, PALM HARBOR, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJessica Sternthal

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 93.8% of total clients.
Top client categories% of clientsClients
1
Individuals
93.8%
776
2
HNWI
6.0%
50
3
Pension Plans
0.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$131Mas of March 20, 2026
Discretionary100.0%
$131M
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.

Total AUM$131M
Total Accounts776
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee103:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.