Sterling Growth Investments, LLC

Sterling Growth Investments provides portfolio management and related advisory services primarily for individual clients, and reports charging fees computed as a percentage of assets under management. The firm discloses approximately $5.7 million in assets under management across roughly ten client relationships.

The firm’s Form ADV describes its methods of analysis, investment strategies and the risks of loss, and notes ongoing account reviews and standard disclosures covering custody, brokerage practices and client securities voting. The brochure also includes a section on investment discretion, indicating the adviser addresses whether and how it may implement investment decisions on clients’ behalf.

What is noteworthy about Sterling Growth is the small number of client relationships and modest AUM relative to many independent advisers, which results in a concentrated client base that may lead to more individualized recordkeeping and disclosure practices. The Form ADV also includes discussion of topics—such as performance-based fees, side-by-side management and other financial industry affiliations—that are more commonly emphasized by larger firms, suggesting prospective clients should review those sections for any firm-specific arrangements.