Sterling Investment Advisors Ltd.
● SEC registered since 2006CRD 140710SEC# 801-66769Berwyn, PA
Reg. AUM
$1.08B
Employees
7
Accounts
1,611
Location
Berwyn, PA
Sterling Investment Advisors Ltd. assets under management
Sterling Investment Advisors Ltd. operates as an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2006. It reports $1.1 billion in regulatory assets under management and employs 7 people.
Sterling Investment Advisors Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Mary Whetstone Control | Chief Compliance Officer | Under 5% | 2020 |
| Sean Michael Flatley Control | Treasurer | 5-10% | 2006 |
| Timothy Edward Flatley Control | President | Over 75% | 2000 |
Frequently asked questions
How much does Sterling Investment Advisors Ltd. manage?
Sterling Investment Advisors Ltd. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Sterling Investment Advisors Ltd. have?
Sterling Investment Advisors Ltd. reports 7 employees.
Where is Sterling Investment Advisors Ltd. located?
Sterling Investment Advisors Ltd. is based in Berwyn, PA and has been SEC-registered since 2006.
Does Sterling Investment Advisors Ltd. disclose fund performance?
Sterling Investment Advisors Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1055 Westlakes Drive, Suite 150, Berwyn, PA 19312 |
| Phone | 610-560-0400 |
| Fax | 610-560-0401 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1701132 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08B