Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,535 clients
Average Client Portfolio
$18.7M average
Assets Under Management
$66.2B

Fee Structure

Financial Planning:Investment management only
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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 · 9 mos
Sterling Capital Distributors, LLCBroker
January 2025 - Present · 1 yr 1 mo
Sterling Capital Distributors, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.