Sterling Capital Advisors

Sterling Capital Advisors offers investment advisory services to individuals, families, trusts, estates, charitable entities, and business organizations, providing access to private investments (private equity, private debt, and private placements) as well as public‑market portfolio management using equities, fixed income, mutual funds, and ETFs. The firm’s stated client base explicitly includes individual investors (including non‑high‑net‑worth clients) and corporate or business clients, a client mix that is less common among managers that primarily serve pooled or institutional vehicles.

The firm emphasizes private‑market portfolio management and conducts due diligence at the fund and manager level rather than performing security‑level analysis of underlying holdings, assessing factors such as manager experience, track record, fund structure, liquidity, underwriting, and fee alignment. Advice is delivered through a relationship‑based model using fundamental analysis supplemented by third‑party research providers, with ongoing monitoring, periodic rebalancing, and the option to manage accounts on a discretionary basis; the firm does not accept proxy‑voting authority.

Noteworthy for a newly formed, two‑person, state‑registered adviser with no client assets as of the brochure date, the principals maintain outside business interests in income‑producing real estate, a bottled water business, and an oil and gas operator, and the brochure discloses these relationships and related conflict‑management policies (including a prohibition on placing client assets into affiliated offerings). The firm also discloses custodial practices that favor Interactive Brokers for public markets and a regional bank for private transactions, noting the bank’s lending relationship with the principals’ real estate business and advising clients to evaluate custodial options.