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| Keyboard |
| Stern Capital Management Inc
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|---|---|
| CRD # | 124405 |
| SEC # | 801-110311 |
| CIK # | |
| AUM | 297.7 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 732-679-7050 |
| Address | 18 Throckmorton Lane Old Bridge, NJ 08857 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 120.8 |
| (b) Individuals (high net worth individuals) | 67 | 175.5 |
| (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 | 7 | 1.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 656 | 297.7 |
| By Discretionary | ||
| Discretionary | 627 | 295.1 |
| Non-Discretionary | 29 | 2.6 |
| Total | 656 | 297.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.7 | |
| Total | 656 | 297.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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✚
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OH | 299.1 M |
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Aqua Advisors LLC
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298.8 M | |
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Bowers Wealth Management Inc
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NV | 298.5 M |
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Interwealth Management LLC
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AZ | 298.0 M |
|
Innovative Asset Advisors Group LLC
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CT | 297.9 M |
|
Beacon Financial Advisors Ltd
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TX | 296.9 M |
|
Fearless Solutions LLC
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|
TX | 296.4 M |
|
The Yanker Group Inc
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|
MO | 296.4 M |
|
Letson Investment Management Inc
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|
296.3 M |