Sterling Capital Management LLC

Sterling Capital Management LLC (CRD# 135405) is a financial advisory firm headquartered in Charlotte, NC. They manage $58,190,827,104 in 4,022 accounts and serve the financial needs of clients across 39 states (or territories).

Current Firm Details
4350 Congress Street, Suite 1000, Charlotte, NC 28209
http://www.sterlingcapital.com/
By the Numbers
  • Total Assets Under Management
    58,191
    MILLION
  • Total Number of Accounts
    4,022
    ACCOUNTS
  • Average Account Value
    $14,468,132
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Sterling Capital Management LLC
Showing 1 - 10 of 38 top financial advisors.
1
James Atkins, financial advisor Charlotte NC
James S. Atkins
CRD#: 6123257
4350 Congress Street, Suite 1000, Charlotte, NC 28209

James Atkins (CRD# 6123257) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

2
David Barrett, financial advisor Charlotte NC
David B. Barrett
CRD#: 1018614
4350 Congress Street, Suite 1000, Charlotte, NC 28209

David Barrett (CRD# 1018614) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 11 years of experience in the finance industry.

3
Christopher Best, financial advisor Raleigh NC
Christopher R. Best
CRD#: 5230933
4350 Congress Street, Suite 1000, Raleigh, NC 28209

Christopher Best (CRD# 5230933) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 12 years of experience in the finance industry.

4
Weldon Byrd, financial advisor Raleigh NC
Weldon C. Byrd
CRD#: 4621772
3605 Glenwood Avenue, Suite 100, Raleigh, NC 27612

Weldon Byrd (CRD# 4621772) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 3 years of experience in the finance industry.

5
Charles Clapp, financial advisor Charlotte NC
Charles T. Clapp
CRD#: 2665524
4350 Congress Street, Suite 525, Charlotte, NC 28209

Charles Clapp (CRD# 2665524) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

6
Garrett Davis, financial advisor Jupiter FL
Garrett S. Davis
CRD#: 5545166
150 Us Highway 1, Jupiter, FL 33477

Garrett Davis (CRD# 5545166) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 10 years of experience in the finance industry.

7
Anthony Delucia, financial advisor Raleigh NC
Anthony G. Delucia
CRD#: 2709121
3605 Glenwood Avenue, Suite 100, Raleigh, NC 27612

Anthony Delucia (CRD# 2709121) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 24 years of experience in the finance industry.

8
Andrew Dizio, financial advisor King Of Prussia PA
Andrew T. Dizio
CRD#: 4672271
150 South Warner Road, Suite 460-a, King Of Prussia, PA 19406

Andrew Dizio (CRD# 4672271) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 17 years of experience in the finance industry.

9
Hunter Donaldson, financial advisor Denver CO
Hunter G. Donaldson
CRD#: 5071340
Denver, CO

Hunter Donaldson (CRD# 5071340) is an Investment Advisor Representative working at Sterling Capital Management LLC in Denver, CO and has over 14 years of experience in the finance industry.

10
John Flowers, financial advisor Charlotte NC
John M. Flowers
CRD#: 3034672
4350 Congress Street, Suite 1000, Charlotte, NC 28209

John Flowers (CRD# 3034672) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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