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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-1999
- Office Locations
- 1
Office Locations
About Sierra Asset Management
Sierra Asset Management is a locally owned, fee-only RIA founded in 1999 serving individuals, businesses, and organizations across Central California (Fresno, Clovis, Oakhurst). The firm provides fiduciary wealth management and financial consulting, building customized portfolios with an emphasis on disciplined long-term investing and cost awareness. Client assets are held with an independent custodian (Charles Schwab), and clients work directly with the portfolio manager rather than a salesperson.
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Investment Vehicles
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Owner & Executives
DONALD ANTHONY DEBERNARDI JR.
Chief Compliance Officer, Financial Advisor, President, PRINCIPAL
- CRD
- #4929196
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,817,061 | $259,873 |
| Non-Discretionary | $6,444,398 | $1,611,100 |
| Total | $462,261,459 | $262,947 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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