Sterling Smith Corporation

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
38041
Registered since
March 13, 1995

Firm profile

FINTRX

Overview

Sterling Smith Corporation is organized as a corporation and has been SEC-registered since 1995. The firm is listed as owned by an individual and is classified in the data as "Unclassified." Public disclosures provided to the data source are sparse: the firm did not supply descriptions of its business activities, advisory offerings, fee structure, or typical client base. The firm reports that it is not an active ESG investor, is not a capital allocator, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. Those attributes, combined with the limited public narrative, make the firm’s market positioning and target clientele difficult to characterize from available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Sterling Smith

    PresidentCRD 1008425

  • Luis Miguel Acuna

    foreign associateCRD 4174648

  • Martha Del Campo Andrew

    foreign associateCRD 5932337

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
4326 A Scotland St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth