RIA Intel›Advisers›North Carolina›STRATHMORE CAPITAL ADVISORS, INC.

STRATHMORE CAPITAL ADVISORS, INC.

Advisory

N·CHARLOTTE, NC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$805M
1-Year AUM Growth
+14.1%
3-Year CAGR
+8.3%
Employees
11
Assets Under Management
Total AUM$805M
Discretionary AUM$790M
Non-Discretionary AUM$15M
Discretionary %98.1%
Total Clients288
Team
Total Employees11
Investment Advisers17
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record36
First FilingDec 8, 2009
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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