STRATHMORE CAPITAL ADVISORS

Legal name: STRATHMORE CAPITAL ADVISORS, INC.

CRD 135008File 801-106984

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$805.0M

Above cohort median (national)

Discretionary AUM

$789.8M

Non-discretionary $15.2M

Clients

501

1,594 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 4, 2016
Principal office: 2825 SOUTH BLVD., SUITE 350, CHARLOTTE, NC, 28209
Phone: 704-364-4241
Website: https://www.instagram.com/strathmorecapitaladvisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $805.0M
Discretionary AUM: $789.8M
Non-discretionary AUM: $15.2M
Discretionary accounts: 1,560
Non-discretionary accounts: 34
Total accounts: 1,594
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$18.3M
Charitable organizations	Fewer than 5	$9.0M
High net worth individuals	237	$662.7M
Pension and profit sharing plans	Fewer than 5	$7.6M
Individuals (other than high net worth individuals)	256	$107.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.