Crystal Kelly is not listed as a control person, but directly owns between 5% and 10% of Sterling Investment Management.
Sterling Investment Management is an investment adviser based in Tucson, AZ, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $409 million, as filed on 18 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6558344
- Firm
- Sterling Investment Management · CRD 112923
- Role
- Chief Compliance Officer
- In role since
- May 2015 · 11 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Tucson, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Crystal Kelly work?
Crystal Kelly has been Chief Compliance Officer of Sterling Investment Management, LLC since May 2015.
How can I verify Crystal Kelly’s record?
Crystal Kelly’s role is listed on Sterling Investment Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112923.