Crescent Sterling Ltd.
Crescent Sterling Ltd. is an SEC-registered wealth manager in Metairie, LA with $210.2M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Crescent Sterling Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106633, SEC 801-41821, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $210.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Metairie, LA
- Employees
- 7
- Clients
- 195
- CRD
- 106633
- Ownership
- THOMPSON, WILLIAM, HOWARD; GRAF, HELEN, EILEEN
How much AUM does Crescent Sterling Ltd. have?
Crescent Sterling Ltd. reported $210.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Crescent Sterling Ltd.?
Disclosed owners and executives of Crescent Sterling Ltd. include THOMPSON, WILLIAM, HOWARD, GRAF, HELEN, EILEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.