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STERLING CAPITAL MANAGEMENT LLC
CRD 135405File 801-64257
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$69.23B
Top 10% of cohort (national)
Discretionary AUM
$69.15B
Non-discretionary $85.3M
Clients
3,508
3,508 accounts
Employees
186
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 2, 2005
- Principal office
- 4350 CONGRESS STREET, SUITE 1000, CHARLOTTE, NC, 28209
- Phone
- 704-927-4175
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $69.23B
- Discretionary AUM
- $69.15B
- Non-discretionary AUM
- $85.3M
- Discretionary accounts
- 3,499
- Non-discretionary accounts
- 9
- Total accounts
- 3,508
- AUM per client
- $19.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 271 | $15.74B |
| Insurance companies | 134 | $1.81B |
| Investment companies | 21 | $4.13B |
| Charitable organizations | 95 | $2.72B |
| Other investment advisers | 10 | $140.9M |
| High net worth individuals | 1,011 | $1.96B |
| Pooled investment vehicles | 5 | $729.3M |
| Banking or thrift institutions | 2 | $6.17B |
| Pension and profit sharing plans | 70 | $17.82B |
| State or municipal government entities | 112 | $17.22B |
| Individuals (other than high net worth individuals) | 1,777 | $800.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.