Overview
Assets Under Management: $297 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 123
Average Client Assets: $1.5 million
Frequently Asked Questions
STERLING 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 #106822), STERLING CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
STERLING CAPITAL MANAGEMENT INC is headquartered in BROOKFIELD, WI.
STERLING CAPITAL MANAGEMENT INC serves 123 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, STERLING CAPITAL MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STERLING CAPITAL MANAGEMENT INC manages $297 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, STERLING CAPITAL MANAGEMENT INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.19%
Average Client Assets: $1.5 million
Total Client Accounts: 388
Discretionary Accounts: 333
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 106822
Filing ID: 2059725
Last Filing Date: 2026-03-24 15:34:59