STERLING INVESTMENT MANAGEMENT, LLC
CRD #112923 SEC #801-50373 TUCSON, AZ 520-293-3311
SEC Registered
Total AUM
$360.5M
Discretionary
$360.5M
Employees
8
Clients
51
Accounts
153
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLY, CRYSTAL, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, CRANDALL, LEGRANDE | I | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, JOHN | I | PRESIDENT/DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT/DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT/DIRECTOR/ CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | PRESIDENT / DIRECTOR | E | Control |
| PAYNE, JOHN, HARMAN | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| PAYNE, JOHN, HARMAN | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| PAYNE, JOHN, HARMAN | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| Arguello, ARUMAYTA, Martinez | I | PORTFOLIO MANAGER | A | |
| Arguello, ARUMAYTA, Martinez | I | PORTFOLIO MANAGER | A | |
| Arguello, ARUMAYTA, Martinez | I | PORTFOLIO MANAGER | A | |
| Arguello, ARUMAYTA, Martinez | I | PORTFOLIO MANAGER | A | |
| Arguello, ARUMAYTA, Martinez | I | PORTFOLIO MANAGER | A | |
| Arguello, ARUMAYTA, Martinez | I | PORTFOLIO MANAGER | A | |
| BOWER, THOMAS, R | I | MANAGING DIRECTOR | A | |
| BOWER, THOMAS, R | I | MANAGING DIRECTOR | A | |
| BOWER, THOMAS, R | I | MANAGING DIRECTOR | A | |
| BOWER, THOMAS, R | I | MANAGING DIRECTOR | A | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | A | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | A | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | A | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | A | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | A | |
| KELLY, CRYSTAL, PORTILLO | I | CHIEF COMPLIANCE OFFICER | A | |
| MERCEA, CORNELIUS | I | MANAGING DIRECTOR | A |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (7)
AZ CA CO OK TX VT WA
Address
6262 NORTH SWAN RD.SUITE 210
TUCSON, AZ 85718
United States
Phone: 520-293-3311