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Strathmore Capital Advisors, Inc.

● SEC registered since 2016CRD 135008SEC# 801-106984Charlotte, NC
Export (members)
Reg. AUM
$455.9M
Employees
9
Accounts
935
Location
Charlotte, NC

Strathmore Capital Advisors, Inc. assets under management

Strathmore Capital Advisors, Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2016. It reports $455.9 million in regulatory assets under management and employs 9 people.
www.instagram.com/strathmorecapitaladvisorsView on SEC.gov ↗

Strathmore Capital Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
John Charles Kernodle ControlPresidentOver 75%2005
Taylor Chapman Faw ControlChief Compliance OfficerUnder 5%2021
Zachary Daniel Huneycutt ControlChief Investment OfficerUnder 5%2024

Frequently asked questions

How much does Strathmore Capital Advisors, Inc. manage?

Strathmore Capital Advisors, Inc. reports $455.9 million in regulatory assets under management on its Form ADV.

How many employees does Strathmore Capital Advisors, Inc. have?

Strathmore Capital Advisors, Inc. reports 9 employees.

Where is Strathmore Capital Advisors, Inc. located?

Strathmore Capital Advisors, Inc. is based in Charlotte, NC and has been SEC-registered since 2016.

Does Strathmore Capital Advisors, Inc. disclose fund performance?

Strathmore Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2201 South Blvd., Suite 310, Charlotte, NC 28203
Phone704-364-4241
Fax1-866-904-1774
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$442.2M
Non-discretionary$13.7M
Total (RAUM)$455.9M