THE STERLING GROUP, L.P.

HOUSTON, Texas·14 registered advisors·CRD# 157406
SEC# 801-735301713-877-8257
01

Firm Overview

AUM
$5.9B
Regulatory assets under management
Employees
65
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES
03

Specialties

Retirement Planning
04

Advisors at THE STERLING GROUP, L.P.

14 registered advisors
Bradley A Staller
HOUSTON, Texas
Brandon P Baudin
HOUSTON, Texas
Charles Kevin Garland
HOUSTON, Texas
David Brian Henry
HOUSTON, Texas
Frank James Hevrdejs
HOUSTON, Texas
Gary Lee Rosenthal
HOUSTON, Texas
Gregory Lynn Elliott
HOUSTON, Texas
John David Hawkins
HOUSTON, Texas
Maximilian Paul Klupchak
HOUSTON, Texas
Reymond Kenneth Wallace
HOUSTON, Texas
Scott M Maclaren
HOUSTON, Texas
Shirley Reese Jefferies
HOUSTON, Texas
Thomas Hunter Nelson
HOUSTON, Texas
William Chenowith Oehmig
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
14 advisors

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Data sourced from SEC Form ADV filings. THE STERLING GROUP, L.P. (CRD# 157406) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.