AdFi
SC

STERLING CAPITAL MANAGEMENT LLC

SEC Registered
CHARLOTTE, NChttps://sterlingcapital.com704-927-4175
Assets Under Management
$25B+
Employees
186
Office Locations
5 offices
Total Accounts
3508

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)1,777$800M
High Net Worth Individuals1,011$2.0B
Investment Companies2
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans5$729M
Charitable Organizations70$17.8B
State/Municipal Entities95
Insurance Companies10
Sovereign Wealth Funds134
Corporations0$0

17 total clients reported on Form ADV.

Leadership

Bb&t Corporation
OWNER
Alexander Worth Mcalister
MANAGING DIRECTOR
Eduardo Brea
MANAGING DIRECTOR
Kenneth Roy Cotner
MANAGING DIRECTOR, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
Scm Investors Llc
MINORITY OWNER
Mark M Montgomery
MANAGING DIRECTOR
Jeffrey James Schappe
MANAGING DIRECTOR
Robert Lee Youngblood
DIRECTOR - BB&T DESIGNEE
James Carlyle Willis
MANAGING DIRECTOR
Richard Eugene Fowler
DIRECTOR - BB&T DESIGNEE
Timothy Paul Beyer
MANAGING DIRECTOR
Andrew Wimberly Tate
MANAGING DIRECTOR
Richard Todd Lacoff
MANAGING DIRECTOR
John Bernard Jung
DIRECTOR- BB&T DESIGNEE
George Fitzhugh Shipp
MANAGING DIRECTOR
Farley Carr Shiner
MANAGING DIRECTOR

Office locations

5 offices in 4 states
NC
CHARLOTTEHQ
PA
KING OF PRUSSIA
VA
VIRGINIA BEACH
NC
RALEIGH
CA
BURLINGAME

Advisors at this firm

14 advisors in the directory

Regulatory & compliance

CRD number
#135405
SEC Number
801-64257
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

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.

STERLING CAPITAL MANAGEMENT LLC in CHARLOTTE, NC - Financial Advisory Firm | AdvisorFinder