Sterling Capital Management LLC

Sterling Capital Management LLC (CRD# 135405) is a financial advisory firm headquartered in Charlotte, NC. They manage $56,888,940,832 in 3,944 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    56,889
    MILLION
  • Total Number of Accounts
    3,944
    ACCOUNTS
  • Average Account Value
    $14,424,174
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 11 - 20 of 30 top financial advisors.
11
Mary W. Fountain
CRD#: 4504023
Charlotte, NC 28209

Mary Fountain (CRD# 4504023) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

12
Shawn M. Gallagher
CRD#: 6045212
King Of Prussia, PA 19406

Shawn Gallagher (CRD# 6045212) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has 1 year of experience in the finance industry.

13
Donald M. Harris
CRD#: 2914525
Washington, DC 20006

Donald Harris (CRD# 2914525) is an Investment Advisor Representative working at Sterling Capital Management LLC in Washington, DC and has over 22 years of experience in the finance industry.

14
Walter P. Kulp
CRD#: 2197226
Charlotte, NC 28209

Walter Kulp (CRD# 2197226) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 27 years of experience in the finance industry.

15
Brian E. Leach
CRD#: 5286339
Washington, DC 20006

Brian Leach (CRD# 5286339) is an Investment Advisor Representative working at Sterling Capital Management LLC in Washington, DC and has 1 year of experience in the finance industry.

16
Mitchell C. Lowery
CRD#: 6974682
Charlotte, NC 28209

Mitchell Lowery (CRD# 6974682) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.

17
Brian R. Martin
CRD#: 4480611
Charlotte, NC 28209

Brian Martin (CRD# 4480611) 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.

18
Ellen F. Martin
CRD#: 2199347
Washington, DC 20006

Ellen Martin (CRD# 2199347) is an Investment Advisor Representative working at Sterling Capital Management LLC in Washington, DC and has over 27 years of experience in the finance industry.

19
Alexander W. McAlister
CRD#: 1465894
Charlotte, NC 28209

Alexander McAlister (CRD# 1465894) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

20
John W. McAuley
CRD#: 3188892
Charlotte, NC 28209

John McAuley (CRD# 3188892) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

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