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STERLING CAPITAL MANAGEMENT INC
CRD 106822File 801-54107
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$296.9M
Below cohort median (national)
Discretionary AUM
$227.4M
Non-discretionary $69.6M
Clients
347
388 accounts
Employees
3
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 24, 1997
- Principal office
- 17160 W. NORTH AVE, SUITE 200, BROOKFIELD, WI, 53005
- Phone
- 262-970-9700
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $296.9M
- Discretionary AUM
- $227.4M
- Non-discretionary AUM
- $69.6M
- Discretionary accounts
- 333
- Non-discretionary accounts
- 55
- Total accounts
- 388
- AUM per client
- $856K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.6M |
| Charitable organizations | 5 | $60.1M |
| High net worth individuals | 123 | $181.7M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 210 | $45.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 388 | 347 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.