National Retirement Planning Experts

National Coverage
Local Professionals

STERLING CAPITAL MANAGEMENT LLC

4350 Congress Street
Suite 1000
Charlotte, North Carolina 28209
Tel: 704-927-4175

Need a Financial Advisor?
Compare Vetted Advisors

About STERLING CAPITAL MANAGEMENT LLC

STERLING CAPITAL MANAGEMENT LLC, formally registered with the SEC as STERLING CAPITAL MANAGEMENT LLC. The firm was established in 06/02/2005. They have over 5 offices throughout the country.

STERLING CAPITAL MANAGEMENT LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $66,746,472,114 assets under management, offering retirement planning & investment advisory services to 3215 clients. The firm is staffed with 181 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#135405
SEC#801-64257
Assets Managed by Firm$66,746,472,114
No. of Clients3215
No. of Advisors181

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (WRAP & MODEL PROGRAMS)

Firm Client Information

No. of ClientsAUM
Firm Total3215$66,746,472,114
Individuals (other than high net worth individuals)1382$743,600,189
High net worth individuals1082$1,495,373,296
Pension and profit sharing plans76$16,708,045,081
Charitable organizations103$1,785,815,358
Other investment advisers12$79,045,703
Corporations or other businesses270$16,467,272,643

More Retirement Planning firms in Charlotte, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
$852,173,054,6171006031554
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$429,024,440,16794161015
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
$307,726,562,224343985
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$300,798,686,5588078513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
11225 North Community House Rd
Charlotte, NC, 28277
$137,561,001,775668531

Explore More Retirement Advisors in Charlotte, North Carolina