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- Custodian
- Fidelity/NFS · Nationwide · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
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Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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