Sterling Range Financial Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,097,639
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
80% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$2,402,441
About
Sterling Range Financial Management, LLC provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients such as non-profits and corporations. The firm manages approximately $98.6 million across about 40 client accounts and works with account types including brokerages, trusts, IRAs, self‑employed and small business plans, and corporate retirement plans.
The firm’s investment approach is long‑term and total‑return oriented, emphasizing global asset allocation, broad diversification, and low‑cost, liquid investments with Exchange Traded Funds as the primary vehicle. Sterling Range documents client goals in an Investment Policy Statement, applies tax‑aware techniques (including tax‑loss harvesting), provides behavioral coaching, and the sole advisor reviews client accounts at least monthly and implements portfolios on a discretionary basis.
Compared with many independent solo advisers, Sterling Range’s client mix is notable for its regular work with charitable organizations and corporate/business clients in addition to individuals—client types that are uncommon among peers. The firm manages all assets internally (does not use or select third‑party managers), does not participate in wrap programs or accept commissions, and operates under a fiduciary standard with direct fee debit authority for client billing.
Client services
Portfolio management
Expertise
Tax-loss harvesting
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Account minimum: $1,000,000 Fee-only: Fees are based solely on a percentage of assets managed; no commissions or other compensation accepted.
Main office location
Sterling Range Financial Management, LLC
Jericho VT, United States
Number of offices
1
Most active in
Sterling Range Financial Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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