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, SEC-registered registered investment adviser founded in 2016 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It identifies itself as an active ESG investor and lists accountant services among its business activities. Its fee model combines percentage-of-AUM billing with fixed fees. The firm does not act as a capital allocator, indicating it relies on external managers or vehicles rather than operating its own private funds.
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
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