DBA: STIRLING FINANCIAL GROUP
| Total AUM | $179.7M |
| Discretionary | $179.7M100% of AUM |
| Client Accounts | 475 |
| Avg Account Size | $378K |
| Employees | 2 |
| Peak AUM | $179.7MFeb 2026 |
| AUM CAGR | +12.0% /yrover 2 yrs · 10 filings |
Total AUM
$180M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $180M | +17.9% | — | — | |
| Discretionary AUM | $180M | ||||
| Total AUM | $179.7M |
| Discretionary | $179.7M |
| Employees | 2 |
| Client Accounts | 475 |
| Client Range | 251-500 |
Address
402 WEST BROADWAY
SAN DIEGO CA 92101
Phone
619-435-1210
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$180M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 475 | +10.0% | — | — |
| Avg Account Size | $378,230.194 | +7.2% | — | — |
| Employees | 2 | 33.3% | 34.5% | — |
| AUM / Employee | $90M | +76.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $171M | +18.2% | — | — | |
| Institutional AUM | $9M | +12.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 190 | +3.8% | — | — | |
| Institutional | 16 | 0.0% | — | — | |
| Individuals | 98 | +14.0% | — | — | |