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, owner-operated registered investment adviser that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional relationships, and combines financial planning with discretionary portfolio management and pension consulting for smaller plan sponsors. Compensation is delivered via a mix of AUM-based fees and fixed fees. The firm is also identified as an active ESG investor and lists accounting among its business activities, which suggests integrated tax or accounting support alongside advisory services.
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
Taylor Faw
Chief Compliance OfficerCRD 7326423
Zachary Huneycutt
Chief Investment OfficerCRD 6814729
Contacts
3 of 9
Robin 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 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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