Firm Facts


  • Founded in 1970
  • Independently operated
  • Subsidiary of BB&T Corporation
  • $55 Billion under management (as of 03/31/2018)
  • 136 investment and client service professionals (as of 03/31/2018)


  • Charlotte, NC (Corporate HQ)
  • Raleigh, NC
  • Richmond, VA
  • Virginia Beach, VA
  • Washington, D.C.
  • San Francisco, CA
  • Atlanta, GA
  • Philadelphia, PA



Small to Mid Cap Value Behavioral Finance
  • Small Cap Value Equity*
  • Small-Mid Cap Value Equity*
  • Mid Cap Value Equity
  • Small Cap Value Diversified Alpha
  • Large Cap Value Diversified Alpha
  • International Diversified Alpha
Equity Opportunities Stratton
  • Special Opportunities
  • Equity Income
  • Insight*
  • Leaders*
  • SMID Opportunities*
  • Stratton Small Cap Value
  • Stratton Mid Cap Value
  • Stratton Real Estate

Fixed Income

Fixed Income
  • Cash Management*
  • Enhanced Cash
  • Short-Term Fixed Income
  • Intermediate-Term Fixed Income*
  • Core Fixed Income
  • Long-Term Fixed Income *
  • Sector Focused
  • Liability Matched*
  • Tax-Advantaged*
  • Taxable
  • Tax-Exempt
 *For more information on the strategies managed by Sterling Capital, please click here.

The Sterling Crest

The Sterling Crest was created as a symbol of who we are, where we came from and what we are striving to achieve. The “S” signifies Sterling Capital Management, our firm name. Proudly headquartered in Charlotte, NC, we paid homage to our beautiful state by including the cardinal state bird, dogwood state flower and towering bars to represent the North Carolina Blue Ridge Mountains. Finishing off the crest is the Latin phrase, “Pulsus Ut Libera,” which translates to “Driven to Deliver.”


Sterling Capital Management

4350 Congress Street
Suite 1000
Charlotte, NC 28209
(704) 372-8670