Sterling Bridge Financial Group provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Sterling Bridge Financial Group reports 827 clients. They include 776 individual clients, 50 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($131M across 776 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 71% |
| High-net-worth individuals | 6% | 28% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 776 | $93.4M | 71.2% | $120K |
| High-net-worth individuals | 50 | $37.3M | 28.5% | $747K |
| Pension and profit-sharing plans | 1 | $366K | 0.3% | $366K |
| Total | 827 | $131M | 100% | $158K |
- Clients
- 776
- Regulatory AUM
- $93.4M
- AUM share
- 71.2%
- Avg. per client
- $120K
- Clients
- 50
- Regulatory AUM
- $37.3M
- AUM share
- 28.5%
- Avg. per client
- $747K
- Clients
- 1
- Regulatory AUM
- $366K
- AUM share
- 0.3%
- Avg. per client
- $366K
Total
- Clients
- 827
- Regulatory AUM
- $131M
- AUM share
- 100%
- Avg. per client
- $158K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Sterling Bridge Financial Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning for clients not on portfolio management: a fixed fee set by plan complexity, negotiable, with a total fee of 0.875% to 0.725% by total assets from $0 to $1,000,001 and above.
Anthony Landi owns 50% to 75% of Sterling Bridge Financial Group. The leadership team of Sterling Bridge Financial Group includes Chief Compliance Officer Jessica Sternthal. It has 8 employees, 4 of them in advisory roles.
Leadership
- Jessica SternthalChief Compliance Officer
Frank DianaSenior Adviser - Co-Owner
Anthony LandiSenior Adviser - Co-Owner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Sterling Bridge Financial Group LLC
Anthony Landi
Control person · since March 2019
- Owns 50% to 75% of Sterling Bridge Financial Group LLC
Frank Diana
Control person · since March 2019
Besides its headquarters, Sterling Bridge Financial Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 4174 Woodlands Parkway, Palm HarborHQ
Contact and registration details
- Legal name
- Sterling Bridge Financial Group LLC
- Headquarters
- 4174 Woodlands Parkway, Palm Harbor, FL 34685
- Website
- sterlingbridgefg.com
- Phone
- 727-250-4130
- @sterlingbridgefg
- SEC file
- 801-135915
- Structure
- Florida LLC
- Fiscal year end
- December
Sterling Bridge Financial Group uses Fidelity ($131M) as custodian for its separately managed accounts. Sterling Bridge Financial Group does not have custody of client assets.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $131M100%
At year end, Sterling Bridge Financial Group’s separately managed accounts were largely in funds (46%) and stocks (44%).
What the accounts hold
- Stocks44%
- Funds46%
- Bonds3%
- Cash7%
How many clients does Sterling Bridge Financial Group have?
Sterling Bridge Financial Group has 827 clients and manages $131 million for them, as of March 2026. They include 776 individual clients, 50 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Sterling Bridge Financial Group offer?
Sterling Bridge Financial Group provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sterling Bridge Financial Group use?
Sterling Bridge Financial Group’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Sterling Bridge Financial Group have?
Sterling Bridge Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sterling Bridge Financial Group invest in?
At the end of its last fiscal year, Sterling Bridge Financial Group’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities, 7% cash and equivalents and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sterling Bridge Financial Group?
Sterling Bridge Financial Group’s direct owners are Anthony Landi (50% to 75%) and Frank Diana (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Sterling Bridge Financial Group get paid?
Sterling Bridge Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sterling Bridge Financial Group?
Sterling Bridge Financial Group’s main office is at 4174 Woodlands Parkway, Palm Harbor, FL 34685. Its phone number is 727-250-4130. Its website is sterlingbridgefg.com.