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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SIERRA ASSET MANAGEMENT

SAM ADVISORS, LLC, CRD 108685

OAKHURST, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:445a9fca-ea18-6410-06e7-04b7affc9fd0

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2012 to Jul 23, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $462MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $456M
Private client RAUM: $400MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $462Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,758
Individual clients: 738
High net worth clients: 111
Custody, client assets: $85.6M
SEC number: 801-56723
CIK: 1600944
CRD: 108685
Filings on the tape: 24
First filed: Feb 1, 2012
Latest filed: Jul 23, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD ANTHONY DEBERNARDI	Certified Financial Planner	Oakhurst, CA	21	25	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEBERNARDI, DONALD, ANTHONY	LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	12/2010	Feb 1, 2012	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$462M	$456M	3	1	0	n/a	n/a
2024	Mar 6, 2025	$385M	$378M	3	1	0	n/a	n/a
2023	Mar 25, 2024	$334M	$329M	3	1	0	n/a	n/a
2022	Mar 17, 2023	$273M	$269M	3	1	0	n/a	n/a
2021	Mar 8, 2022	$323M	$319M	3	1	0	n/a	n/a
2020	Mar 3, 2021	$285M	$279M	2	1	0	n/a	n/a
2019	Mar 30, 2020	$240M	$236M	3	2	0	n/a	n/a
2018	Feb 14, 2019	$183M	$180M	3	2	0	n/a	n/a
2017	Mar 30, 2018	$199M	$196M	3	2	0	n/a	n/a
2016	Feb 10, 2017	$163M	$160M	3	2	n/a	n/a	n/a
2015	Feb 23, 2016	$146M	$143M	5	2	n/a	n/a	n/a
2014	Mar 5, 2015	$153M	$150M	6	2	n/a	n/a	n/a
2013	Mar 21, 2014	$143M	$141M	3	2	n/a	n/a	n/a
2012	Feb 12, 2013	$127M	$125M	4	3	n/a	n/a	n/a
2011	Feb 1, 2012	$112M	$111M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$462M	$385M	19.9%	$273M	19.2%	3	3	0	0

Relationships

Registered with (2)

← DONALD ANTHONY DEBERNARDIAdvisorregistration: current employment
Mar 17, 2005 to presentfactForm ADV
← MICHAEL JAMES RYANAdvisorregistration: previous registration
Jul 18, 2018 to Mar 3, 2021factForm ADV

Controls (1)

← DEBERNARDI, DONALD, ANTHONYOwnerLLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 1, 2012 to Mar 25, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:445a9fca-ea18-6410-06e7-04b7affc9fd0
First observed: Feb 1, 2012
Last observed: Jul 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIERRA ASSET MANAGEMENT

SAM ADVISORS, LLC, CRD 108685

OAKHURST, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:445a9fca-ea18-6410-06e7-04b7affc9fd0

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD ANTHONY DEBERNARDI

Certified Financial Planner

Oakhurst, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEBERNARDI, DONALD, ANTHONY

LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

12/2010

Feb 1, 2012

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$462M

$456M

n/a

2024

Mar 6, 2025

$385M

$378M

n/a

2023

Mar 25, 2024

$334M

$329M

n/a

2022

Mar 17, 2023

$273M

$269M

n/a

2021

Mar 8, 2022

$323M

$319M

n/a

2020

Mar 3, 2021

$285M

$279M

n/a

2019

Mar 30, 2020

$240M

$236M

n/a

2018

Feb 14, 2019

$183M

$180M

n/a

2017

Mar 30, 2018

$199M

$196M

n/a

2016

Feb 10, 2017

$163M

$160M

n/a

2015

Feb 23, 2016

$146M

$143M

n/a

2014

Mar 5, 2015

$153M

$150M

n/a

2013

Mar 21, 2014

$143M

$141M

n/a

2012

Feb 12, 2013

$127M

$125M

n/a

2011

Feb 1, 2012

$112M

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$462M

$385M

19.9%

$273M

19.2%