Johnson Sterling, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 31, 2026, reports $3.9B in regulatory assets under management, 10 employees, 1 office, and 365 accounts.
Assets Under Management
$3.9B
Employees
10
Offices
1 office
Total Clients
365
Primary office
BIRMINGHAM, AL
820 SHADES CREEK PARKWAY, SUITE 3200, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.8% of total clients.
Top client categories% of clientsClients
1
HNWI
46.8%
171
2
Individuals
44.1%
161
3
Pension Plans
7.1%
26
4
Charitable
1.4%
5
5
Corporations
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 31, 2026
Discretionary13.6%
$530M
14% of total RAUM13.6%
Non-discretionary86.4%
$3.4B
86% of total RAUM86.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.9B
Total Accounts365
10Y AUM Change+$2.2B (+127.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee37:1
10Y Employee Change-1 (-9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.