Nathan Ellis Rhees
Investment adviser representative at Sterling Capital Management LLC
20 yearsExperience
2 statesRegistered in
$69.2BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Sterling Capital Management LLCAug 2025 to now
- University of UtahJan 2006 to now
- Alta Capital ManagementJul 2006 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, UT).
Sterling Capital Management LLC
$69.2BAssets managed
3,508Clients
33Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4085346
- Firm CRD
- 135405