Strathmore Capital Advisors

Strathmore Capital Advisors

Strathmore Capital Advisors was founded in 2005 in Charlotte, North Carolina, as a registered investment advisor serving individuals, trusts, and institutional clients including corporations and charitable organizations. The firm operates as a fiduciary, structuring its practice around financial planning, retirement planning, and portfolio management — a model that prioritizes advisory relationships over commission-based product sales. Strathmore deploys capital across public equities, fixed income, and cash management strategies, with a planning-centric approach that integrates tax-aware asset location and retirement income modeling. The firm's typical engagement begins with a comprehensive financial plan before constructing a managed portfolio, a sequence that distinguishes it from asset-gathering RIAs. Its client base spans corporate executives, retirees, and small institutional accounts, concentrated primarily in the Southeastern United States. The firm maintains a single office in Charlotte and has not publicly disclosed assets under management or total client counts. As a boutique RIA, its scale is inferred to fall below the SEC's $100 million threshold that triggers mandatory Form ADV filings with full public detail, or it may file as an exempt reporting adviser. The absence of public AUM disclosure is consistent with a firm that serves a concentrated book of private wealth clients rather than marketing to institutional allocators. Strathmore's structural signature is its independence — it is not affiliated with a broker-dealer, bank, or insurance company, allowing it to operate without proprietary product mandates. This architecture aligns incentives toward fee-only fiduciary advice, though the firm's specific fee schedule and custody arrangements remain unverified in public filings.