Stern Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Old Bridge, NJ. Its latest Form ADV filing, dated March 27, 2026, reports $298M in regulatory assets under management, 3 employees, and 656 accounts.
Assets Under Management
$298M
Employees
3
Offices
--
Total Clients
656
Primary office
OLD BRIDGE, NJ
18 THROCKMORTON LANE, SUITE 201, OLD BRIDGE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
582
2
HNWI
10.2%
67
3
Charitable
1.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$298Mas of March 27, 2026
Discretionary99.1%
$295M
99% of total RAUM99.1%
Non-discretionary0.9%
$3M
1% of total RAUM0.9%
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.
Total AUM$298M
Total Accounts656
10Y AUM Change+$179M (+150.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee219:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.