Crescent Sterling Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Metairie, LA. Its latest Form ADV filing, dated March 30, 2026, reports $210M in regulatory assets under management, 7 employees, and 455 accounts.
Assets Under Management
$210M
Employees
7
Offices
--
Total Clients
195
Primary office
METAIRIE, LA
4415 SHORES DRIVE, SUITE 250, METAIRIE, LA, 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 segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
137
2
HNWI
27.7%
54
3
Charitable
1.5%
3
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of March 30, 2026
Discretionary87.8%
$185M
88% of total RAUM87.8%
Non-discretionary12.2%
$26M
12% of total RAUM12.2%
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$210M
Total Accounts455
10Y AUM Change+$53M (+33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+1 (+16.7%)
* 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.