Stearns Financial Group Review


Trust Score 98%
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Last updated: May 16th, 2019. Data source: SEC filings.

Stearns Financial Group, federally registered in 1991, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 15 advisors. Stearns Financial Group manages $1.3 billion and provides investment advisory services for 633 clients (1:43 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,070,000
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:43
Headquarters Greensboro, NC
SEC Filings Forms and Brochures    (CRD # 106298)
State(s) Registered CA, CO, FL, GA, LA, MD, NY, NC, PA, SC, TN, TX, VA


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