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Johnson Sterling Paul Securities Inc (Birmingham)


Johnson Sterling Paul Securities Inc is a large advisory firm based in Birmingham. It manages $240.19 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Louisiana, and Texas.

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Johnson Sterling Paul Securities provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Johnson Sterling Paul Securities: assets under management

The assets under management (AUM) of Johnson Sterling Paul Securities Inc is $240.19 million. The firm's AUM has grown by 210% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $173.1 million in discretionary accounts and $67.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $896.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Johnson Sterling Paul Securities Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Birmingham

The principal office where Johnson Sterling Paul Securities Inc performs its advisory services is located at 820 Shades Creek Parkway, Birmingham, AL 35209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-871-9940 or by fax 205-871-9942. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.johnsonsterlingpaul.com.


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