Strathmore Capital Advisors

Charlotte, North Carolina

Call (704) 364-4241 Visit website →

About

Strathmore Capital Advisors provides financial planning, asset management, and comprehensive wealth management services to individuals, families, business owners, and institutional clients with $1 million or more in investable assets. The firm operates as a fee-only fiduciary across multiple locations including Charlotte, Chapel Hill, Burlington, Glen Allen, Washington DC, Statesville, and Pooler. Their investment approach emphasizes global asset allocation and academic portfolio structure in partnership with Dimensional Fund Advisors, while also integrating tax planning, insurance, estate planning, and behavioral considerations into client strategies.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No

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