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Sterling Investment Advisors

Sterling Investment Advisors is an investment advisor in Bolivar with $168.01M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431736364
SEC advisor number
801-63925
FINRA CRD number
117287
AUM ?
$168.01M (as of 29 Jan 21)
Accounts
263 (as of 29 Jan 21)
Employees
4 (2 investment advisory or research)
Address
Sterling Investment Advisors
2095 S BOSTON PLACE
BOLIVAR
MO 65613
Office hours
Monday - Friday, 8:00 A.M - 5:00 P.M.
Phone
417-777-7677
Owner Title From %Ownership
Jones, James, Gatlin Managing Member 01/1996 > 75%
Jones, John, Ashley Chief Compliance Officer 10/2004 5-10%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
28 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$32.43M 436.77K 424.11K +3.0
$26.37M 61.21K 60.93K +0.5
$16.91M 300.16K 304.78K -1.5
$14.7M 237.97K 223.09K +6.7
$10.88M 74.83K 74.14K +0.9
$8.96M 175.53K 164.33K +6.8
$8.89M 33.78K 32.45K +4.1
$8.83M 208.34K 199.72K +4.3
$5.99M 46.88K 46.31K +1.2
$5.63M 109.67K 108.3K +1.3
$4.89M 55.91K 54.73K +2.2
$4.83M 42.04K 39.81K +5.6
$4.6M 42.09K 41.02K +2.6
$3.77M 48.3K 48.84K -1.1
$2.37M 10.85K 9.85K +10.2
$1.23M 11.68K 10.4K +12.3
$1.21M 16.34K 18.89K -13.5
$1.12M 10.96K 10.68K +2.6
$479K 9.48K 8.42K +12.6
$441K 3.17K 3.16K 0
$347K 5.97K 5.91K +1.0
$287K 3.25K 3.25K 0
$276K 15.68K 15.68K 0
$267K 5.16K 5.15K +0.4
$255K 7.64K NEW
$243K 2.4K 2.4K +0.1
$223K 2.37K 2.37K 0
$208K 4.12K 4.12K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings