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Sterling Louviere

Cabin Advisors, LLC
34 Years of Experience
Pasadena, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Sterling Louviere is a registered investment advisor at Cabin Advisors, LLC, based in Pasadena, CA, with 34 years of industry experience. Sterling is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.

Cabin Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
414 clients
Average Client Portfolio
$532K average
Assets Under Management
$220.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

260 S Los Robles Ave, Ste 217, Pasadena, CA, 91101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sterling is the President of Financial Architects, Inc. and is involved in various business activities including consulting on Qualified Opportunity Zone Funds, Captive Insurance Plans, and Tax Mitigation Plans; he also serves on the board of Altadena Rotary Charities and is a member of several LLCs.

Employment History
Current Registrations
Cabin Advisors, LLC
October 2022 - Present · 4 yrs
Cabin Securities, INC.Broker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Claraphi Advisory Network, LLC
November 2017 - December 2022 · 5 yrs 1 mo
Newbridge Securities CorporationBroker
August 2014 - November 2017 · 3 yrs 3 mos
Newbridge Financial Services Group, INC.
August 2014 - November 2017 · 3 yrs 3 mos
First Allied Advisory Services, INC.
February 2013 - September 2014 · 1 yr 7 mos
First Allied Securities, INC.Broker
June 2004 - August 2014 · 10 yrs 2 mos
Fsc Securities CorporationBroker
April 2002 - June 2004 · 2 yrs 2 mos
Walnut Street Securities, INC.Broker
October 1996 - April 2002 · 5 yrs 6 mos
New England SecuritiesBroker
July 1991 - October 1996 · 5 yrs 3 mos
State Registrations16 states
AZCACOFLGAKSMNNJNMNYORPASCTXWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Sterling Louviere - Financial Advisor | TrueAdvisor