Sterling Capital Management Inc

Overview

Sterling Capital Management Inc is an SEC registered investment adviser based in Brookfield, WI, registered since 1997. It reports $297M in assets under management across 388 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$297M

Discretionary

77%

Accounts

388

Average account

$765K

Employees

3

Advisory reps

2

Registered since

1997

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Thomas John Portz President, Chief Compliance Officer CRD 1218627
• Timothy John Portz Vice President CRD 5260311

Advisory reps 2 of 2

• Elliott Gengembre Investment Adviser Rep CRD 7793034
• Thomas John Portz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1218627

Location

Headquarters

17160 W North Ave Ste 200
Brookfield, WI 53005

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions

Every state, with registration dates

Similar firms near Brookfield

• Annex Wealth Management, LLCBrookfield, WI$8.1B AUM
• BKM Wealth ManagementBrookfield, WI$652M AUM
• Charter Capital Management, IncBrookfield, WI$462M AUM
• Envision Financial LLCBrookfield, WI$353M AUM
• Brook CapitalBrookfield, WI$283M AUM