# Sterling Advisory Services, LLC

Sterling Advisory Services, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/toby-koehler-11912531

## Regulatory record

- **CRD number:** 169827
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169827

## About

STERLING ADVISORY SERVICES, LLC is a state-registered investment adviser in SAN JOSE, CA. The firm manages $6 million in regulatory assets, $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Sterling Advisory Services?

No named investment professionals or principals are publicly associated with Sterling Advisory Services, LLC. The firm has no disclosed team or leadership on public record, making it impossible to determine who oversees investment decisions. This level of anonymity is intentional, reflecting the firm's private posture.

### Does Sterling Advisory Services participate in fund commitments or only direct deals?

Public records do not indicate whether Sterling Advisory Services participates in fund commitments or direct deals. With no disclosed portfolio companies, funds, or co-investments, its investment approach remains unknown. Most single-family offices engage in a mix of asset classes, but this cannot be confirmed for this firm.

### What investment stages does Sterling Advisory Services typically target?

No information is publicly available about the investment stages targeted by Sterling Advisory Services. The firm has not disclosed any venture capital, growth equity, or buyout activities. Without public data, its stage preference remains speculative.

### Which sectors does Sterling Advisory Services explicitly avoid?

Sterling Advisory Services has not publicly identified any sectors it avoids. No sector-specific exclusions or negative screens have been reported. The firm's lack of public communications means any sector preferences are unknown.

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Last updated: 2026-07-06T01:24:25.985Z

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