A complete list of active advisors currently associated with Crescent Sterling Ltd.
Warmer can help you find a great advisor at Crescent Sterling Ltd. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Crescent Sterling Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 1
| |
Metairie, LA
| 18
| |
Metairie, LA
| 2
| |
Metairie, LA
| 20
|
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