STRATACORE CAPITAL MANAGEMENT, LLC.

Overview

Stratacore Capital Management, LLC is an SEC-registered advisory firm (registered in 2020) operating as a limited liability company. The firm serves a mix of individual, family and institutional clients, charging fees as a percentage of assets under management. Its advisory services focus on portfolio management for individuals and small businesses along with pension consulting. Stratacore appears to structure client relationships predominantly on a non-discretionary basis, retaining client-directed execution in many accounts while maintaining some discretionary mandates. Investment activity centers on public pooled vehicles—mutual funds and public funds comprise the largest portion of its managed assets—supplemented by third-party alternative fund allocations. The firm is not identified as an active ESG investor and does not advertise multi-state advisory activity beyond its registered footprint. An insurance company affiliation and a use of annuity products suggest the firm incorporates insurance-based solutions into planning and liability management for relevant clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices