Sierra Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,943,832
Clients
162
Advisors
2
of 2 employees
About
Sierra Management Group provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management (including firm-developed model portfolios) and financial planning, and advises across traditional and alternative investments such as equities, fixed income, ETFs, REITs real estate, private placements, and partnership interests.
The firm tailors portfolios to clients’ objectives using fundamental analysis, modern portfolio theory, and a mix of long-term and tactical strategies, and it manages accounts on both a discretionary and non‑discretionary basis. Custodial and execution services are provided through LPL Financial, and advisory fees are asset-based and billed through the custodian; clients may impose written restrictions on investments or model participation.
Distinctively, Sierra Management Group sponsors and is affiliated with a private pooled vehicle, South Meadows RV & Boat Storage LLC, and related self-storage operating entities, and its principals also operate an affiliated tax preparation and consulting firm, D&A Tax, LLC (the brochure notes the principals are licensed CPAs who devote substantial time to that business). Associated persons may invest in or serve in management roles for the Fund and other affiliated ventures, a conflict the firm discloses and says it addresses through fiduciary obligations, offering documents, and client disclosures; clients are not required to invest in affiliate offerings.
Client services
Expertise
Fee options
1% annually
$200 - $350 per hour (negotiable)
Main office
5255 Longley Lane, Suite 101
Reno NV 89511-5200
Advisors at this office
2
Most active in
California · Louisiana · Nevada · Texas
Also doing business as
D&A Advisors, LLC · Sierra Management Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel C
Series 65
Reno, NV
Sierra Management Group
Daniel Carter is a Series 65-licensed financial advisor with Sierra Management Group in Reno, NV, where he has worked since 2019. He has five years of industry experience, including five years at Eide Bailly LLP prior to joining Sierra Management Group. Outside of advisory work, he manages a tax consulting and preparation business and is involved in the management and development of multiple self-storage facilities. Sierra Management Group is a small SEC-registered advisory firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs customized investment strategies across public and private markets and sponsors storage-focused private pooled investments.
Anthony O
CFP®, Series 65
Reno, NV
Sierra Management Group
Anthony Ozuna is a CFP® with six years of industry experience, currently serving at Sierra Management Group since 2019. Prior to joining the firm, he managed Ozuna CPA, PLLC, a tax consulting and preparation practice. Outside of financial advising, he manages several self-storage facility operations and a tax preparation business affiliated with his firm. Sierra Management Group provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management using fundamental analysis and modern portfolio theory across a range of traditional and alternative investments, including equities, fixed income, ETFs, REITs, real estate, private placements, and partnership interests.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)