Sterling Capital Management LLC

Overview

Sterling Capital Management LLC is an SEC registered investment adviser based in Charlotte, NC, registered since 2005. It reports $69.2B in assets under management across 3,508 accounts, with 186 employees. It has 33 investment adviser representatives.

Reported AUM

$69.2B

Discretionary

100%

Accounts

3,508

Average account

$19.7M

Employees

186

Advisory reps

33

Registered since

2005

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 5

• Scott Alan Haenni Senior Managing Director, Chief Executive Officer, Board Member CRD 6406792
• Charles Arnold Durham Managing Director, Chief Compliance Officer CRD 4645491
• Mark Michel Montgomery Senior Managing Director, Board Member CRD 2092398

2 more executive officers, with direct contact details

Advisory reps 3 of 33

• James S Atkinson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6123257
• John Drexel Barrett Registered Rep · Investment Adviser Rep CRD 6823130
• Linda Michelle Bumgarner Investment Adviser Rep CRD 6775986

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4350 Congress St Ste 1000
Charlotte, NC 28209

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: sterlingcapital.com

Every state, with registration dates

Similar firms near Charlotte

• Allspring Global Investments, LLCCharlotte, NC$476B AUM
• Barings LLCCharlotte, NC$393B AUM
• Allspring Funds Management, LLCCharlotte, NC$325B AUM
• Brighthouse Investment Advisers, LLCCharlotte, NC$133B AUM
• Wells Fargo Investment Institute, Inc.Charlotte, NC$43B AUM