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).

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 40 top financial advisors.
1
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 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 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 11 years of experience in the finance industry.

4
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 2 years of experience in the finance industry.

5
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 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
Glenn C. Dellinger
CRD#: 2564291
150 Us Highway 1, Jupiter, FL 33477

Glenn Dellinger (CRD# 2564291) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 26 years of experience in the finance industry.

8
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.

9
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.

10
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.

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