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 registered with the SEC in 2016. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, and it also lists accounting among its business activities. Fee arrangements include percentage-of-assets and fixed-fee models. The firm reports being an active ESG investor and is not structured as a dedicated capital allocator to third-party managers.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$325M in ETFs
17%
$55.3M
83%
$270M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $70.9M | 1,618,769 | 21.81% |
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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