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Grayson Mcclendon

Sterling Capital Management LLC
1 Year of Experience
Charlotte, NC
Broker
View SEC Summary
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Grayson Mcclendon is a registered investment advisor at Sterling Capital Management LLC, based in Charlotte, NC, with 1 years of industry experience. Grayson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,508 clients with $69B in assets under management.

Sterling Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
3,508 clients
Average Client Portfolio
$19.7M average
Assets Under Management
$69.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25M+0.50%

Rates shown reflect family office and foundation equity schedule. Different strategies and client types have separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4350 Congress Street, Suite 1000, Charlotte, NC, 28209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Grayson works full-time as an Internal Client Strategist at Sterling Capital Management LLC, focusing on sales and client support. He dedicates nearly full-time hours during trading hours to this role.

Employment History
Current Registrations
Sterling Capital Management LLC
May 2025 - Present · 1 yr 5 mos
Sterling Capital Distributors, LLCBroker
January 2025 - Present · 1 yr 9 mos
Sterling Capital Distributors, LLC
January 2025 - Present · 1 yr 9 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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