Sierra Management Group: new SEC registration, $127M AUM, Reno, NV
Sierra Management Group (Reno, Nevada): new SEC registration, $127M AUM, Reno, NV. Its amount of 127 is below the median of 134 (46th percentile). Dated 153 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 127 · 46th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related NV NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sierra Management Group |
| Legal name | D&A Advisors, LLC |
| CRD | 307227 |
| Status | Approved |
| Registered with the SEC | 2026-06-04 |
| Latest Form ADV filing | 2026-06-03 |
| Location | Reno, NV, United States |
| Regulatory AUM | $127,071,586 |
| Accounts | 264 |
| Employees | 2 |
| Website | http://www.sierramgmt.group |
| amount percentile | 46th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (7 NV records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Sierra Management Group and 7 Nevada peers
- Nevada NewRiaPulse records like this one: 7
- Sierra Management Group's amount: 46th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Nevada peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $127M under management.
- Website on file.
What is the NewRiaPulse record for Sierra Management Group in Reno, Nevada?
Sierra Management Group received SEC registration as an investment adviser (2026-06-04) with $127,071,586 in regulatory assets under management, based in Reno, NV.
How does Sierra Management Group compare to other Nevada NewRiaPulse records?
Its amount of 127 is below the median (46th percentile); smaller records often move faster and face less competition. It is 153 days old; check the official source for later updates before acting.
Sierra Management Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sierra Management Group | Reno, NV | 127 | 46th | 2026-06-04 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.