← Tributary

STERLING INVESTMENT MANAGEMENT

WEST PALM BEACH, FL · CRD 174707 · IAPD ↗ · sterlingorganization.com · 561-835-1810

$2.41BRegulatory AUM
48Advisory reps
52Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — STERLING INVESTMENT MANAGEMENT grew from 24 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
15
April 2024 — STERLING INVESTMENT MANAGEMENT changed its website from tccolleyville.com to sterlingorganization.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — STERLING INVESTMENT MANAGEMENT now reports custody of client assets ($1.13B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.