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Est. 2026The front page of wealth managementNew York

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President · Sterling Capital Management Inc

Timothy J. Portz

CRD 5260311 · Named on Form ADV at one SEC-registered adviser

At a glance

Sterling Capital Management Inc, an SEC-registered wealth manager based in Brookfield, WI with $297 million in regulatory assets, lists Timothy J. Portz on its Form ADV as President, a control person.

Firms and roles

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Timothy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas J. PortzCeo/chief Compliance Officer, Sterling Capital Management Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.