# STERLING FINANCIAL ADVISORS, LLC

STERLING FINANCIAL ADVISORS, LLC of OMAHA, NE is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 107783
- Type: SEC-registered investment adviser
- SEC file number: 801-126400
- Location: 7024 N 104 CIR, OMAHA, NE, 68122
- Phone: 402-970-9300
- Latest filing: 2026-03-28
- Regulatory AUM: $144.6M
- Discretionary AUM: $118.6M
- Non-discretionary AUM: $26.0M
- Clients: 4
- Accounts: 321

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Mary H Jochim | PRESIDENT | — |
| Joseph Bayless | CHIEF COMPLIANCE OFFICER | — |
| JOCHIM MARY H | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BAYLESS JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107783/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107783/similar
- Related entities: https://search.stillhousedata.com/firm/107783/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107783

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.