CRD: 117287
Sterling Investment ADVISORS,LLC
$229.3M Total AUM
$229.3M Disc. AUM
13.2% 3Y CAGR
5 Employees
269 ADV. Clients
30 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-1996
- Office Locations
- 1
Office Locations
2095 S. Boston Place Bolivar MO
About Sterling Investment ADVISORS,LLC
Sterling Investment Advisors, LLC provides integrated financial planning and investment analysis for individuals, building goal-based roadmaps and disciplined savings and investment plans. The firm also consults to employers and retirement plan sponsors to improve participant outcomes, reduce plan administration, and manage total plan costs, with an emphasis on responsible investing. Reported custody includes Fidelity/NFS.
Team overview
59 AVG AGE
$76.4M AVG AUM / ADVISOR
$852.2K AVG AUM / CLIENT
15.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JAMES GATLIN JONES
Managing Member
- CRD
- #1761488
- Ownership
- 75% or more
Available
Available
Available
T
Tara Elizabeth Parson
Associate, PARTNER
- CRD
- #7661845
- Ownership
- 25% but less than 50%
Available
Available
Available
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T
TROY DEAN BETHARDS
--
- CRD
- #2415862
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,251,945 | $852,238 |
| Non-Discretionary | $0 | -- |
| Total | $229,251,945 | $852,238 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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