Stirling Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 27, 2026, reports $180M in regulatory assets under management, 2 employees, 1 office, and 475 accounts.
Assets Under Management
$180M
Employees
2
Offices
1 office
Total Clients
304
Primary office
SAN DIEGO, CA
402 WEST BROADWAY, SUITE 1100, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
190
2
HNWI
32.2%
98
3
Pension Plans
3.0%
9
4
Corporations
2.0%
6
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of April 27, 2026
Discretionary100.0%
$180M
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$180M
Total Accounts475
10Y AUM Change+$180M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee152:1
10Y Employee Change-3 (-60.0%)
* 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.