STERLING INVESTMENT ADVISORS,LLC
CRD #117287 SEC #801-63925 BOLIVAR, MO 417-777-7677
SEC Registered
Total AUM
$192.3M
Discretionary
$192.3M
Employees
5
Clients
10
Accounts
275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $192.3M | $192.3M | $0 | 5 | 275 |
| Dec 2024 | $180.2M | $180.2M | $0 | 6 | 272 |
| Mar 2024 | $180.2M | $180.2M | $0 | 6 | 272 |
| Mar 2023 | $159.8M | $159.8M | $0 | 6 | 266 |
| Apr 2022 | $195.7M | $195.7M | $0 | 4 | 261 |
| Mar 2022 | $195.7M | $195.7M | $0 | 4 | 261 |
| Jan 2021 | $168M | $168M | $0 | 4 | 0 |
| Jul 2020 | $149.9M | $149.9M | $0 | 4 | 0 |
| Feb 2020 | $149.9M | $149.9M | $0 | 4 | 0 |
| Feb 2019 | $130.8M | $130.8M | $0 | 4 | 0 |
| Feb 2018 | $141.8M | $141.8M | $0 | 4 | 0 |
| Jan 2017 | $116.3M | $116.3M | $0 | 4 | 300 |
| Jan 2016 | $112.1M | $112.1M | $0 | 4 | 300 |
| Jan 2015 | $116.6M | $116.6M | $0 | 4 | 300 |
| Mar 2014 | $116.5M | $116.5M | $0 | 4 | 300 |
| Jan 2014 | $116.5M | $116.5M | $0 | 4 | 300 |
| Jan 2013 | $103.1M | $103.1M | $0 | 4 | 300 |
| Mar 2012 | $99.1M | $99.1M | $0 | 1 | 300 |
| Apr 2011 | $74.2M | $74.2M | $0 | 5 | -- |
| Mar 2011 | $74.2M | $74.2M | $0 | 5 | -- |
| Mar 2011 | $74.2M | $74.2M | $0 | 5 | -- |
| Jan 2010 | $63.6M | $63.6M | $0 | 5 | -- |
| Aug 2007 | $44.5M | $44.4M | $148.2K | 5 | -- |
| Jan 2007 | $44.5M | $44.4M | $148.2K | 5 | -- |
| Jan 2006 | $42.2M | $42.2M | $0 | 5 | -- |
| Feb 2005 | $34.1M | $25.5M | $8.7M | 5 | -- |
| Feb 2005 | $34.1M | $25.5M | $8.7M | 5 | -- |
DateJan 2025
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees5
Clients275
DateDec 2024
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees6
Clients272
DateMar 2024
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees6
Clients272
DateMar 2023
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees6
Clients266
DateApr 2022
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees4
Clients261
DateMar 2022
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees4
Clients261
DateJan 2021
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients300
DateJan 2016
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees4
Clients300
DateJan 2015
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients300
DateJan 2014
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$44.5M
Discretionary$44.4M
Non-Disc.$148.2K
Employees5
Clients--
DateJan 2007
Total AUM$44.5M
Discretionary$44.4M
Non-Disc.$148.2K
Employees5
Clients--
DateJan 2006
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$34.1M
Discretionary$25.5M
Non-Disc.$8.7M
Employees5
Clients--
DateFeb 2005
Total AUM$34.1M
Discretionary$25.5M
Non-Disc.$8.7M
Employees5
Clients--