Strathmore Capital Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 135008
- Registered since
- January 4, 2016
- Website
- www.strathmorecapadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.32%
- Individuals13.34%
- Corporations / Businesses2.27%
- Charitable Organizations1.12%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Strathmore Capital Advisors is an independent, individually owned registered investment adviser; it is SEC registered (initial registration recorded in 2016). The firm serves both individual and family clients as well as institutional relationships, and it charges fees by percentage of assets under management and by fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Strathmore also lists accounting as a business activity and identifies itself as an active ESG investor, indicating environmental, social and governance criteria are incorporated into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
2 of 2
Zachary Huneycutt
Chief Investment OfficerCRD 6814729
Taylor Faw
Chief Compliance OfficerCRD 7326423
Contacts
3 of 10
William Kernodle
Financial AdvisorCRD 5645327
Robert Kernodle
Financial AdvisorCRD 5891889
Robin Mitler
Financial AdvisorCRD 5111354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$336M in ETFs
19%
$63.8M
81%
$272M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $67.8M | 1,524,918 | 20.20% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2825 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hale Partnership Capital Management, LLC
RIACharlotte, NC
Tannin Capital, LLC
RIACharlotte, NC
FCA Partners, LLC
RIACharlotte, NC
First Tryon Advisors
RIACharlotte, NC
Verum Partners LLC
RIACharlotte, NC
SPP Management Services, LLC
RIACharlotte, NC