Overview
Assets Under Management: $66.2 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 1,000
Average Client Assets: $2 million
Frequently Asked Questions
STERLING CAPITAL MANAGEMENT LLC 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 #135405), STERLING CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
STERLING CAPITAL MANAGEMENT LLC is headquartered in CHARLOTTE, NC.
STERLING CAPITAL MANAGEMENT LLC serves 1,000 high-net-worth clients according to their SEC filing dated August 11, 2025. View client details ↓
According to their SEC Form ADV, STERLING CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STERLING CAPITAL MANAGEMENT LLC manages $66.2 billion in client assets according to their SEC filing dated August 11, 2025.
According to their SEC Form ADV, STERLING CAPITAL MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,000
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,535
Discretionary Accounts: 3,522
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 135405
Filing ID: 2006893
Last Filing Date: 2025-08-11 17:08:00
Website: https://sterlingcapital.com