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STERN CAPITAL MANAGEMENT, INC.
CRD 124405File 801-110311
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$297.7M
Below cohort median (national)
Discretionary AUM
$295.1M
Non-discretionary $2.6M
Clients
656
656 accounts
Employees
3
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 11, 2017
- Principal office
- 18 THROCKMORTON LANE, SUITE 201, OLD BRIDGE, NJ, 08857
- Phone
- 732-679-7050
- Website
- HTTP://STERNCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $297.7M
- Discretionary AUM
- $295.1M
- Non-discretionary AUM
- $2.6M
- Discretionary accounts
- 627
- Non-discretionary accounts
- 29
- Total accounts
- 656
- AUM per client
- $454K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $1.4M |
| High net worth individuals | 67 | $175.5M |
| Individuals (other than high net worth individuals) | 582 | $120.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.