Crescent Sterling Ltd.
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 106633
- Registered since
- July 1, 1992
- Website
- www.crescentsterling.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.27%
- Individuals18.84%
- Charitable Organizations12.51%
- Corporations / Businesses0.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crescent Sterling Ltd. is an independent, privately held registered investment adviser that has been SEC-registered since 1992. The firm is owner-operated and serves both individual and institutional clients, with a practice focused on financial planning and portfolio management for individuals and small businesses. Its billing mixes AUM-based fees with hourly and fixed-fee engagements. Crescent Sterling does not describe itself as an active ESG investor, and it is not set up as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds25%
- Cash & Cash Equivalents17%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
William Thompson
President, Chief Investment OfficerCRD 1431265
Contacts
3 of 3
Michael Nobile
Vice President & Portfolio ManagerCRD 1605003
Trevor Thompson
Portfolio ManagerCRD 6075106
Daniel Jaubert
Portfolio ManagerCRD 8171123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$36.6M in ETFs
99%
$36.3M
0%
$256K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $8.8M | 277,997 | 24.11% |
Location
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 4415 Shores Dr
- Time zone
- CT (UTC-6)
- Office locations
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