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STRATHMORE CAPITAL ADVISORS
STRATHMORE CAPITAL ADVISORS, INC.
CRD 135008 · SEC 801-106984
2825 SOUTH BLVD., SUITE 350, CHARLOTTE, NC, 28209, United States
Phone
704-364-4241
Fax
1-866-904-1774
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$805.0M
Discretionary AUM
$789.8M
Team
17 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 256 | $107.4M |
| High net worth individuals | 237 | $662.7M |
| Corporations/business entities | 8 | $18.3M |
States served
CA, DC, GA, MD, NC, RI, SC, VA, TX, FL
All web addresses on file
- https://www.instagram.com/strathmorecapitaladvisors/
- https://www.facebook.com/pages/category/Financial-Planner/Strathmore-Capital-Advisors-109195680845050/
- https://www.linkedin.com/company/strathmore-capital-advisors/
- HTTPS://WWW.STRATHMORECAPADV.COM
- https://newpotomacpartners.com
- https://richmondcollegeplanning.com
- https://richmondwealthadvisors.com
- https://richmondcollegeplanning.org
- https://richmondwealthadvisors.info
- https://richmondwealthadvisors.net
- https://richmondwealthadvisors.org
- https://summitexitplanning.com
- https://summit-financialpartners.com
- https://summitexitplanning.org
- https://summitfinancialadvisor.com
- https://summitfinancialpartner.com
- https://summitfinancialpartnersrva.com
- https://summitfinancialrva.com
- https://summitfp.org
- https://summitrva.com
- https://summitfinancialplanning.com
- https://summitfinancialplanning.reviews
Official SEC filing: View on IAPD