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STERLING CAPITAL MANAGEMENT INC
CRD 106822 · SEC 801-54107
17160 W. NORTH AVE, SUITE 200, BROOKFIELD, WI, 53005, United States
Phone
262-970-9700
Fax
262-362-4997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$296.9M
Discretionary AUM
$227.4M
Team
3 total employees; 3 advisory reps; 338 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $45.6M |
| High net worth individuals | 123 | $181.7M |
| Pension/profit sharing plans | 2 | $2.1M |
| Charitable organizations | 5 | $60.1M |
| Corporations/business entities | 7 | $3.6M |
States served
CA, CO, WI, TX, NH, FL
Official SEC filing: View on IAPD