STERLING CAPITAL ADVISORS
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 335544
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Capital Advisors operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. While it does not actively engage in ESG investing, Sterling Capital Advisors remains committed to delivering tailored investment solutions that meet the unique needs of its clientele.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3MARGARET HOOD
ManagerCRD 8147476
MARK HOOD
Managing PartnerCRD 2607058
Lucy Hood
CRD 8069480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 2912 W 6th St
- Time zone
- CT (UTC-6)
- Office locations
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