Crescent Sterling Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,100,000
Clients
191
Advisors
4
of 7 employees
About
Crescent Sterling, Ltd. provides investment management, financial planning, and consulting to a mix of individual clients (including high‑net‑worth households) as well as corporations, retirement plans, foundations and trusts. The firm is fee‑only and typically bills on a percentage‑of‑assets basis while also offering hourly planning/consulting engagements.
The firm primarily manages discretionary accounts — roughly $184.5 million of the firm’s $210.2 million in assets was managed on a discretionary basis as of 12/31/2025 — and uses a bottom‑up equity process focused on earnings growth and fundamental valuation alongside defined selling disciplines. Portfolios are constructed with concentrated equity sleeves (generally 15–30 stocks, often 70–90% invested), complemented by laddered fixed‑income holdings (maturities generally 15 years or less) and selective use of ETFs or money‑market positions when market conditions warrant.
Crescent Sterling is an established, small team (four advisors) that combines personalized account oversight with explicit operational rules for trade aggregation and allocation, including detailed procedures for block purchases and partial fills. The firm also does not vote client proxies on clients’ behalf — clients retain proxy voting responsibility — and maintains written controls around employee trading and ethics, which it documents in its Code of Ethics.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually (Equity Only Account) $1,000,001 - $5,000,000: 0.75% annually (Equity Only Account) $5,000,001+: 0.50% annually (Equity Only Account) $0 - $1,000,000: 0.90% annually (Balanced Account) $1,000,001 - $5,000,000: 0.70% annually (Balanced Account) $5,000,001+: 0.50% annually (Balanced Account) $0 - $1,000,000: 0.65% annually (Fixed Only Account) $1,000,001 - $5,000,000: 0.55% annually (Fixed Only Account) $5,000,001+: 0.45% annually (Fixed Only Account) $0+: 0.50% annually (Exchange Traded/Mutual Fund Account)
$65 - $325 per hour for financial planning and consulting
Account minimum: $250,000 Fee-only: Hourly fees ranging from $65 to $325 per hour for financial planning and consulting
Main office
4415 Shores Drive, Suite 250
Metairie LA 70006-6804
Advisors at this office
4
Most active in
Alabama · Louisiana · Texas
Also doing business as
Crescent Sterling Ltd · Crescent Sterling Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Trevor T
Series 65
Metairie, LA
Crescent Sterling Ltd.
Trevor Thompson is a Series 65-registered advisor at Crescent Sterling Ltd. in Metairie, LA, with two years of industry experience. Prior to joining Crescent Sterling, he held positions at Capitol Imaging Services, Carr, Riggs & Ingram, and Jackson & Jackson, PLLC, among others. He is also the owner and principal of TWT Consultants, LLC, a consulting business engaged in various projects outside of investment activities. Crescent Sterling Ltd. provides investment management, financial planning, and consulting services to individual clients, corporations, retirement plans, foundations, and trusts. The firm primarily manages discretionary accounts using a bottom-up equity process focused on earnings growth and fundamental valuation, supplemented by laddered fixed-income holdings and selective use of ETFs or money-market positions.
Michael N
CFP®, Series 63, Series 66
Metairie, LA
Crescent Sterling Ltd.
Michael Nobile is a CFP® with 17 years of industry experience, currently serving as an advisor at Crescent Sterling Ltd. since 2007. He acts as a FINRA arbitration case arbitrator, hearing 1-2 cases per year. He is also a minority owner in insurance-related businesses, though not involved in daily activities. Crescent Sterling Ltd. advises individual and high-net-worth clients, managing approximately $214 million in assets across a three-advisor team. The firm employs an internal investment committee for decision-making and provides discretionary portfolio management and financial planning services.
Daniel J
Series 65
Metairie, LA
Crescent Sterling Ltd.
Daniel Jaubert is a Series 65 credentialed financial advisor with one year of industry experience. He has worked at Crescent Sterling Ltd. since 2025 and previously held roles at Gulf Coast Bank and Trust, First National Bankers Bank, and several other organizations. Crescent Sterling Ltd. provides investment management, financial planning, and consulting services to individual clients, corporations, retirement plans, foundations, and trusts. The firm manages primarily discretionary accounts using a bottom-up equity approach focused on earnings growth and fundamental valuation, complemented by laddered fixed-income holdings and selective ETFs.
William T
CFP®, CFA®, Series 63, Series 65
Metairie, LA
Crescent Sterling Ltd.
William Thompson is a CFP® and CFA® with 19 years of industry experience. He has been with Crescent Sterling Ltd. since 1992. Crescent Sterling Ltd. advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm manages approximately $214 million in client assets through a three-advisor team and employs an internal investment committee to guide investment decisions.
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