C
$210.2M Total AUM
$184.5M Disc. AUM
0.8% 3Y CAGR
7 Employees
200 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime alphaHarbor +more
- Established Date
- 07-01-1992
- Office Locations
- 1
Office Locations
4415 Shores Drive Suite 250 Metairie LA
About Crescent Sterling Ltd.
Crescent Sterling, Ltd. is a Metairie, LA RIA with 30+ years providing personalized financial planning and investment counsel. The team builds collaborative, goal-based plans and risk-managed portfolios with clear fee disclosure and straightforward investment choices, often using ETFs and investment-grade fixed income. Custody is commonly through Charles Schwab.
Team overview
58 AVG AGE
$52.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.5 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Oak Foundation radial
Custodian
North vertex
Investment Themes
Delta north North signal
Investment Vehicles
Horizon
Services
Legacy summit Oak insight Element atlas Delta Pathway matrix Focus Delta ridge
Technology
Optima Prime Momentum pioneer Oak value
Owner & Executives
WILLIAM HOWARD THOMPSON
Chief Compliance Officer, President, TREASURER
- CRD
- #1431265
- Ownership
- 75% or more
(932) 454-9843
element.momentum@radialcapital.com
in linkedin.com/in/quantum-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
D
Daniel James Jaubert
--
- CRD
- #8171123
(302) 240-8094
prime.wave@eaglecapital.com
in linkedin.com/in/insight-ember
MICHAEL THOMAS NOBILE
Vice President
- CRD
- #1605003
(699) 483-1763
north.delta@oakcapital.com
in linkedin.com/in/vital-prime
R
Ridge north
Vertex vital foundation
- CRD
- #16771
(315) 811-9535
peak.wave@peakcapital.com
in linkedin.com/in/pioneer-ridge
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,500,000 | $406,388 |
| Non-Discretionary | $25,700,000 | $25,700,000 |
| Total | $210,200,000 | $461,978 |
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Separately Managed Accounts
Total SMA Asset: $210,200,000
Equity - Exchange:
7.8% Corporate - Investment Grade:
18.7% Cash:
32.5% Municipal Bonds:
10.5% U.S. Government/Agency:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $98,845,215 | 7.8% |
| Corporate - Investment Grade | $236,975,067 | 18.7% |
| Cash | $411,855,063 | 32.5% |
| Municipal Bonds | $133,060,866 | 10.5% |
| U.S. Government/Agency | $386,510,136 | 30.5% |
| Total | $1,267,246,347 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK CATALYST PRIME | DELTA TIMBER | UDS02A80B | GUASA | 11.69% | $106,366,750 |
| SIGNAL FOCUS | HARBOR MOMENTUM | MUN91QUB9 | FKUZ | 7.61% | $75,541,002 |
| ATLAS PRIME | MOMENTUM PRIME | A81EQISAY | ZRLJ | 5.47% | $108,979,558 |
| HARBOR RADIAL HARBOR | PATHWAY ELEMENT | 46K837CSA | FKNZ | 6.60% | $53,569,640 |
| NORTH RIDGE | FOUNDATION RIDGE | WV17MJOOW | QLBJ | 9.10% | $29,550,145 |
| PEAK HARBOR FUSION | EAGLE BEACON | T9L3JEJ7V | TYW | 3.72% | $61,983,818 |
| PEAK MOMENTUM | PEAK VALUE | TDMZJIBF6 | YSLL | 11.55% | $36,182,072 |
| OAK ELEMENT RADIAL | VALUE PATHWAY | VICN08130 | QWS | 5.55% | $40,941,447 |