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, corporation-structured registered investment adviser that has been SEC-registered since 1992. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Its client billing options include percentage-of-assets, hourly fees, and fixed fees. The firm reports a preference for equity exposure and does not market itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 39Active vs passive
$38.4M in ETFs
99%
$38.1M
0%
$269K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $9.4M | 287,582 | 24.38% |
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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