Strathmore Capital Advisors, Inc.
● SEC registered since 2016CRD 135008SEC# 801-106984Charlotte, NC
Reg. AUM
$805M
Employees
17
Accounts
1,594
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 $805 million in regulatory assets under management and employs 17 people.
Strathmore Capital Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Helton Luzzatto Control | Director Of Trading | Under 5% | 2025 |
| John Charles Kernodle Control | President | Over 75% | 2005 |
| Taylor Chapman Faw Control | Chief Compliance Officer | 5-10% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Strathmore Capital Advisors, Inc. manage?
Strathmore Capital Advisors, Inc. reports $805 million in regulatory assets under management on its Form ADV.
How many employees does Strathmore Capital Advisors, Inc. have?
Strathmore Capital Advisors, Inc. reports 17 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
| Address | 2825 South Blvd., Suite 350, Charlotte, NC 28209 |
| Phone | 704-364-4241 |
| Fax | 1-866-904-1774 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$805M▲ 77%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$805Mregulatory AUM
Discretionary $789.8MNon-discretionary $15.2M