STERLING CAPITAL MANAGEMENT LLC
SEC RegisteredAbout the firm
Founded in 1970 and headquartered in Charlotte, NC, Sterling Capital Management LLC is a group of 192 seasoned investment professionals, client service and administrative teammates who manage $75 Billion in AUM + AUA. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment portfolios, asset allocation analysis, model portfolios, and outsourced Chief Investment Officer services on a non-discretionary basis.
Who they serve
Affluent individuals and businesses, as well as financial professionals and institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,777 | $800M |
| High Net Worth Individuals | 1,011 | $2.0B |
| Investment Companies | 2 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 5 | $729M |
| Charitable Organizations | 70 | $17.8B |
| State/Municipal Entities | 95 | — |
| Insurance Companies | 10 | — |
| Sovereign Wealth Funds | 134 | — |
| Corporations | 0 | $0 |
17 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
34 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STERLING CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.