Strathmore Capital Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 26, 2026, reports $805M in regulatory assets under management, 17 employees, 7 offices, and 1,594 accounts.
Assets Under Management
$805M
Employees
17
Offices
7 offices
Total Clients
501
Primary office
CHARLOTTE, NC
2825 SOUTH BLVD., SUITE 350, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.1% of total clients.
Top client categories% of clientsClients
1
Individuals
51.1%
256
2
HNWI
47.3%
237
3
Corporations
1.6%
8
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$805Mas of March 26, 2026
Discretionary98.1%
$790M
98% of total RAUM98.1%
Non-discretionary1.9%
$15M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$805M
Total Accounts1,594
10Y AUM Change+$603M (+298.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee29:1
10Y Employee Change+10 (+142.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.