Crescent Sterling Ltd.

Updated today

Find your advisor

Client assets under management

$183,100,000

Clients

191

28% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$958,639

About

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.

Client services

Financial planning Portfolio management

Portfolio management for charitable organizations

Expertise

Active portfolio management Passive / index investing Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually (Equity Only Account) $1,000,001 - $5,000,000: 0.75% annually (Equity Only Account) $5,000,001+: 0.50% annually (Equity Only Account) $0 - $1,000,000: 0.90% annually (Balanced Account) $1,000,001 - $5,000,000: 0.70% annually (Balanced Account) $5,000,001+: 0.50% annually (Balanced Account) $0 - $1,000,000: 0.65% annually (Fixed Only Account) $1,000,001 - $5,000,000: 0.55% annually (Fixed Only Account) $5,000,001+: 0.45% annually (Fixed Only Account) $0+: 0.50% annually (Exchange Traded/Mutual Fund Account)

Project-based

$65 - $325 per hour for financial planning and consulting

Other

Account minimum: $250,000 Fee-only: Hourly fees ranging from $65 to $325 per hour for financial planning and consulting

Main office location

Crescent Sterling Ltd.

4415 Shores Drive, Suite 250

Metairie LA 70006-6804, United States

Number of offices

Most active in

Alabama · Louisiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 504-885-1135

Advisors at this firm

Trevor T

Series 65

Metairie, LA

Crescent Sterling Ltd.

Trevor Thompson is a financial advisor at Crescent Sterling Ltd. with a Series 65 credential and two years of industry experience. Prior to joining Crescent Sterling, he worked at Capitol Imaging Services and Carr, Riggs & Ingram. He is also the owner and principal of TWT Consultants, LLC, a consulting business unrelated to investment services. Crescent Sterling Ltd. advises individual clients, including high-net-worth households, offering discretionary portfolio management and financial planning. The firm manages approximately $214 million in assets and makes investment decisions through an internal committee supported by senior oversight.

Active portfolio management Passive / index investing Wealth management

Michael N

CFP®, Series 63, Series 66

Metairie, LA

Crescent Sterling Ltd.

Michael Nobile is a CFP® with 17 years of industry experience, currently serving as an advisor at Crescent Sterling Ltd. since 2007. He acts as a FINRA arbitration case arbitrator, hearing 1-2 cases per year. He is also a minority owner in insurance-related businesses, though not involved in daily activities. Crescent Sterling Ltd. advises individual and high-net-worth clients, managing approximately $214 million in assets across a three-advisor team. The firm employs an internal investment committee for decision-making and provides discretionary portfolio management and financial planning services.

Active portfolio management Passive / index investing Wealth management

Daniel J

Series 65

Metairie, LA

Crescent Sterling Ltd.

Daniel Jaubert is a financial advisor at Crescent Sterling Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Crescent Sterling, he held positions at Gulf Coast Bank and Trust, First National Bankers Bank, and several other firms. His background also includes a period of extended travel and time as a full-time student at Louisiana State University. Crescent Sterling Ltd. provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth households. The firm manages approximately $214 million in client assets through a three-advisor team and uses an internal investment committee to guide investment decisions.

Active portfolio management Passive / index investing Wealth management

William T

CFP®, CFA®, Series 63, Series 65

Metairie, LA

Crescent Sterling Ltd.

William Thompson is a CFP® and CFA® with 19 years of industry experience. He has been with Crescent Sterling Ltd. since 1992. Crescent Sterling Ltd. advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm manages approximately $214 million in client assets through a three-advisor team and employs an internal investment committee to guide investment decisions.

Active portfolio management Passive / index investing Wealth management

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support