$297.7M Total AUM
$295.1M Disc. AUM
15.1% 3Y CAGR
3 Employees
656 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-09-2003
- Office Locations
- 1
Office Locations
18 Throckmorton Lane Suite 201 OLD Bridge NJ
About Stern Capital Management, Inc.
Stern Capital Management is an independent, fee-based RIA providing wealth management, financial planning, and portfolio management for families. The firm builds client-specific plans and risk-aligned portfolios under a fiduciary standard, emphasizing asset allocation and model-based investing. Notably, all employees invest alongside clients using the same models. Based in Old Bridge, NJ.
Team overview
47 AVG AGE
$99.2M AVG AUM / ADVISOR
$453.8K AVG AUM / CLIENT
14.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STUART MARK STERN
Chief Compliance Officer, President
- CRD
- #2202710
- Ownership
- 75% or more
Available
Available
Available
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LINDA ANTONELLI NISSEN
Administrative Assistant
- CRD
- #1129829
Available
Available
Available
ALAN BRIAN STERN
Vice President
- CRD
- #6358722
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $295,061,152 | $470,592 |
| Non-Discretionary | $2,599,085 | $89,624 |
| Total | $297,660,237 | $453,750 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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