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 registered investment adviser organized as a corporation and operating since 1992. The firm is owned by an individual and serves both high-net-worth individuals and institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee options. Crescent Sterling does not describe itself as an active ESG investor, is not a multi-state adviser, and does not claim pension consulting or capital-allocation roles.
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 1WILLIAM THOMPSON
President, Chief Investment OfficerCRD 1431265
Contacts
3 of 3MICHAEL 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 33Active vs passive
$30.4M in ETFs
100%
$30.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $8.3M | 269,971 | 27.23% |
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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