Sterling Investment Advisors,llc
● SEC registered since 2005CRD 117287SEC# 801-63925Bolivar, MO
Reg. AUM
$229.3M
Employees
5
Accounts
269
Location
Bolivar, MO
Sterling Investment Advisors,llc assets under management
Sterling Investment Advisors,llc is a registered investment adviser overseen by the SEC based in Bolivar, MO. The firm has been registered since 2005. It reports $229.3 million in regulatory assets under management and employs 5 people.
Sterling Investment Advisors,llc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Gatlin Jones Control | Managing Member | Over 75% | 1996 |
| John Ashley Jones | Chief Compliance Officer | Under 5% | 2004 |
| Tara Elizabeth Parson Control | Partner | 25-50% | 2025 |
Frequently asked questions
How much does Sterling Investment Advisors,llc manage?
Sterling Investment Advisors,llc reports $229.3 million in regulatory assets under management on its Form ADV.
How many employees does Sterling Investment Advisors,llc have?
Sterling Investment Advisors,llc reports 5 employees.
Where is Sterling Investment Advisors,llc located?
Sterling Investment Advisors,llc is based in Bolivar, MO and has been SEC-registered since 2005.
Does Sterling Investment Advisors,llc disclose fund performance?
Sterling Investment Advisors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2095 S. Boston Place, Bolivar, MO 65613 |
| Phone | 417-777-7677 |
| Fax | 417-777-8958 |
| Office hours | 8:00 A.M - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1009198 |
| Discloses disciplinary history | No |
Regulatory AUM
$229.3M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$229.3Mregulatory AUM
Discretionary $229.3M