Overview
Assets Under Management: $252 million
Headquarters: OLD BRIDGE, NJ
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
STERN CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124405), STERN CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STERN CAPITAL MANAGEMENT, INC. is headquartered in OLD BRIDGE, NJ.
STERN CAPITAL MANAGEMENT, INC. serves 58 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, STERN CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STERN CAPITAL MANAGEMENT, INC. manages $252 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, STERN CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 652
Discretionary Accounts: 627
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 124405
Filing ID: 1964606
Last Filing Date: 2025-03-26 15:38:00
Website: https://sterncm.com