Sterling Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 31, 2026, reports $69.2B in regulatory assets under management, 186 employees, 10 offices, and 3,508 accounts.
Assets Under Management
$69.2B
Employees
186
Offices
10 offices
Total Clients
3,508
Primary office
CHARLOTTE, NC
4350 CONGRESS STREET, SUITE 1000, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
1,777
2
HNWI
28.8%
1,011
3
Corporations
7.7%
271
4
Insurance Cos.
3.8%
134
5
Government
3.2%
112
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$69.2Bas of March 31, 2026
Discretionary99.9%
$69.1B
100% of total RAUM99.9%
Non-discretionary0.1%
$85M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$69.2B
Total Accounts3,508
10Y AUM Change+$17.6B (+34.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees186
Clients per Employee19:1
10Y Employee Change+27 (+17.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.