Overview

Headquarters
Charlotte, NC
Total Firm Assets
$805 million
Average High-Net-Worth Client Portfolio Size
$2.8 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: STRATHMORE CAPITAL ADVISORS FORM ADV PART 2A (2026-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,500,000 1.25%
$2,500,001 $5,000,000 0.85%
$5,000,001 $10,000,000 0.70%
$10,000,001 and above 0.50%

Stated Minimum Annual Fee: $4,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $52,500 1.05%
$10 million $87,500 0.88%
$50 million $287,500 0.58%
$100 million $537,500 0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
82.32%
Number of High-Net-Worth Clients
237
Total Client Accounts
1,594
Discretionary Accounts
1,560
Non-Discretionary Accounts
34

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
135008
  • STRATHMORE CAPITAL ADVISORS FORM ADV PART 2A (2026-03-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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