RIA Intel›Advisers›North Carolina›STERLING CAPITAL MANAGEMENT LLC

STERLING CAPITAL MANAGEMENT LLC

Advisory

N·CHARLOTTE, NC

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM

$69.2B

1-Year AUM Growth

0.0%

3-Year CAGR

-1.6%

Employees

64

Assets Under Management

Total AUM$69.2B

Discretionary AUM$69.1B

Non-Discretionary AUM$85M

Discretionary %99.9%

Total Clients3,535

Team

Total Employees64

Investment Advisers186

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record77

First FilingApr 28, 2005

Latest FilingJul 15, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STERLING CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.