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CRESCENT STERLING LTD.
Legal name: CRESCENT STERLING LTD
CRD 106633File 801-41821
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$210.2M
Below cohort median (national)
Discretionary AUM
$184.5M
Non-discretionary $25.7M
Clients
195
455 accounts
Employees
7
Below cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 1, 1992
- Principal office
- 4415 SHORES DRIVE, SUITE 250, METAIRIE, LA, 70006-6804
- Phone
- 504-885-1135
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.2M
- Discretionary AUM
- $184.5M
- Non-discretionary AUM
- $25.7M
- Discretionary accounts
- 454
- Non-discretionary accounts
- 1
- Total accounts
- 455
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $800K |
| Charitable organizations | Fewer than 5 | $26.3M |
| High net worth individuals | 54 | $143.5M |
| Individuals (other than high net worth individuals) | 137 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.