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STRATHMORE CAPITAL ADVISORS

CHARLOTTE, NC · CRD 135008 · IAPD ↗ · summitfinancialpartner.com · 704-364-4241

$805.0MRegulatory AUM
11Advisory reps
17Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — STRATHMORE CAPITAL ADVISORS notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — STRATHMORE CAPITAL ADVISORS added office(s): 3 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — STRATHMORE CAPITAL ADVISORS crossed $500M in regulatory AUM ($455.9M -> $805.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — STRATHMORE CAPITAL ADVISORS grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2025 — STRATHMORE CAPITAL ADVISORS notice-filed in GA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — STRATHMORE CAPITAL ADVISORS reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.