← Tributary

STERN CAPITAL MANAGEMENT, INC.

OLD BRIDGE, NJ · CRD 124405 · IAPD ↗ · sterncm.com · 732-679-7050

$297.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — STERN CAPITAL MANAGEMENT, INC. notice-filed in SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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