Overview
Assets Under Management: $66.2 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 1,000
Average Client Assets: $2 million
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