Investment adviser · CRD 163874

STERLING ADVISORY SERVICES, INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

HERNDON, VA, United States · Form ADV filed Feb 23, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STERLING STOCK INVESTMENTS, LLCOther Private Fund · Last reported Feb 23, 2026$71.4MGross asset value
Auditor KOSSLER & COMPANY, LLC CHANTILLY, Virginia, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PERSHING LLC
SEC 8-17574

Fund details & source
Fund ID
805-6107715386
Reported beneficial owners
58
Minimum commitment
$50K

Form ADV 2058340 · Feb 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STERLING INCOME FUND, LPOther Private Fund · Last reported Feb 23, 2026$16MGross asset value

Form D fundraising filings

STERLING INCOME FUND LP

Auditor KOSSLER & COMPANY, PLLC CHANTILLY, Virginia, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PERSHING LLC
SEC 8-17574

Fund details & source
Fund ID
805-7012418719
Reported beneficial owners
10
Minimum commitment
$50K
Form D file number
021-169844

Form ADV 2058340 · Feb 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STERLING AGGRESSIVE GROWTH FUND, LLCOther Private Fund · Last reported Mar 20, 2023$3.18MGross asset value
Auditor AHMAD ASSOCIATES LTD VIENNA, Virginia, United States
Auditor KOSSLER & COMPANY, LLC CHANTILLY, Virginia, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PERSHING LLC
SEC 8-17574

Fund details & source
Fund ID
805-2230993786
Reported beneficial owners
2
Minimum commitment
$50K

Form ADV 1735280 · Mar 20, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 23, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

459 HERNDON PARKWAY, SUITE 22
HERNDON, VA, 20170, United States

CRD 163874

Filing source

Form ADV 2058340 · Feb 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.