Johnson Sterling Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Johnson Sterling Inc
CRD #106379
SEC #801-49811
CIK #
AUM 3,901.5 M (2026-03-31)
Employees 10 (50% Investors, 0% Brokers)
Phone205-871-9940
Address820 Shades Creek Parkway
Birmingham, AL 35209
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.01999200820172027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 161 0.0
(b) Individuals (high net worth individuals) 171 0.5
(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 26 3.4
(h) Charitable organizations 5 0.0
(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 2 0.0
(n) Other 0 0.0
Total 365 3.9
By Discretionary
Discretionary 337 0.5
Non-Discretionary 28 3.4
Total 365 3.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.9
Total 365 3.9
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional, Retail
Comparable Firms State AUM
Inspire Investing LLC
ID 3,962.2 M
Vernal Point Advisors LLC
CA 3,938.0 M
Ocean Park Asset Management LLC
CA 3,935.5 M
Wealthcare Capital Management LLC
VA 3,928.7 M
Atalanta Sosnoff Management LLC
NY 3,913.9 M
Clinton Investment Management LLC
CT 3,906.7 M
Ancora Private Wealth Advisors LLC
OH 3,899.6 M
Two West Capital Advisors LLC
KS 3,888.3 M
Alamo Advisors LP
TX 3,867.2 M
BFC Planning Inc
IA 3,841.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com