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- Custodian
- Fidelity/NFS · Nationwide · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-05-1995
- Office Locations
- 1
Office Locations
About Johnson Sterling, Inc.
Johnson Sterling, Inc. is an independent fiduciary RIA based in Birmingham, Alabama, focused on helping individuals and families plan for retirement with integrated financial planning and asset management. The firm also supports insurance, legacy planning, and retirement plan needs, and commonly works with professionals such as business owners and physicians. Portfolios primarily use public funds and ETFs, with custody support including Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 31, 2026, reported AUM increased 16.9%, from $3.3B to $3.9B.
Across 5 reported observations, AUM increased 32.4% between March 28, 2022 and March 31, 2026, from $2.9B to $3.9B.
Of the latest reported AUM, 13.6% is discretionary and 86.4% is non-discretionary.
The firm reports 5 advisory representatives and 365 clients, or 73 clients per representative. That equates to $10.7M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Johnson Sterling, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ELIZABETH LEE RUTHERFORD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2610868
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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BOBBY LEE BUSBY
Financial Advisor
- CRD
- #5945800
SAMUEL PAUL JOHNSON
Chairman, Chief Executive Officer
- CRD
- #260261
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $529,611,121 | $1,571,546 |
| Non-Discretionary | $3,371,852,657 | $120,423,309 |
| Total | $3,901,463,778 | $10,688,942 |
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Separately Managed Accounts
SMA allocation detail is available
Johnson Sterling, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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