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CRESCENT STERLING LTD.

METAIRIE, LA · CRD 106633 · IAPD ↗ · crescentsterling.com · 504-885-1135

$210.2MRegulatory AUM
4Advisory reps
7Employees
5Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CRESCENT STERLING LTD. now reports custody of client assets ($22.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.