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 registered investment adviser that began SEC registration in 2016 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is typically charged as a percentage of assets under management, with fixed-fee arrangements used in some engagements. The firm also lists accounting among its business activities and identifies itself as an active ESG investor, incorporating environmental, social, and governance considerations into its investment work.
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 2TAYLOR FAW
Chief Compliance OfficerCRD 7326423
ZACHARY HUNEYCUTT
Chief Investment OfficerCRD 6814729
Contacts
3 of 10ROBIN MITLER
Financial AdvisorCRD 5111354
DAVID STRAUS
PartnerCRD 2466774
DANIEL O'ROURKE
DirectorCRD 4768908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$325M in ETFs
22%
$72.2M
78%
$253M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $60.9M | 1,441,815 | 18.72% |
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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