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| Crescent Sterling Ltd
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| CRD # | 106633 |
| SEC # | 801-41821 |
| CIK # | 0001962005 |
| AUM | 210.2 M (2026-03-30) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 504-885-1135 |
| Address | 4415 Shores Drive Metairie, LA 70006-6804 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962005 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 5.6 | ||
| Cisco Systems Inc | 5.3 | ||
| Apple Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Microsoft Corp | 4.3 | ||
| AbbVie Inc | 3.8 | ||
| Amgen Inc | 3.3 | ||
| Chevron Corp | 2.9 | ||
| Procter & Gamble Co | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| Air Products & Chemicals Inc /DE/ | 2.2 | ||
| PepsiCo Inc | 2.1 | ||
| Phillips 66 | 2.0 | ||
| Nvidia Corp | 1.9 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Amazon Com Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Cummins Inc | 1.6 | ||
| Stanley Black & Decker Inc | 1.4 | ||
| Verizon Communications Inc | 1.3 | ||
| Qualcomm Inc/DE | 1.2 | ||
| Texas Instruments Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 39.6 |
| (b) Individuals (high net worth individuals) | 54 | 143.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 26.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 455 | 210.2 |
| By Discretionary | ||
| Discretionary | 454 | 184.5 |
| Non-Discretionary | 1 | 25.7 |
| Total | 455 | 210.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.2 | |
| Total | 455 | 210.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962005] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Renaud & Company LLC
✚
|
MO | 210.7 M |
|
Parkstone Wealth Management LLC
✚
|
TX | 210.6 M |
|
Sky-Mountain Capital Management Inc
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|
ID | 210.6 M |
|
Guerra Pan Advisors LLC
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|
210.4 M | |
|
Alcosta Capital Management Inc
✚
|
CA | 210.2 M |
|
Sander Capital Advisors Inc
✚
|
WA | 210.0 M |
|
Treetop Wealth Management LLC
✚
|
IL | 210.0 M |
|
Magellan Planning Group Inc
✚
|
GA | 210.0 M |
|
Gouws Capital LLC
✚
|
NC | 209.9 M |
|
Shellman Investment Management LLC
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|
FL | 209.6 M |