Strathmore Capital Advisors, Inc.
Strathmore Capital Advisors, Inc. is a boutique investment adviser headquartered in Charlotte, North Carolina, with additional offices in Washington, DC, Burlington, NC, Chapel Hill, NC, and Statesville, NC. Founded to deliver personalized financial planning and disciplined wealth management, Strathmore serves primarily high net worth individuals, families, business owners, entrepreneurs, and institutional/non-profit investors with a focus on clients who have $1 million or more of investable assets. The firm is staffed by 9 employees, most dedicated to investment advisory, providing customized plans and ongoing portfolio management oriented to their clients' needs and life goals.
Investment Strategy
Strathmore Capital Advisors emphasizes personalized, disciplined wealth management and financial planning. The firm's approach centers on understanding individual client needs and long-term objectives, then crafting tailored action plans. They avoid emotional investing, focus on holistic planning, and operate as fiduciaries rather than commission-based advisers. The firm manages diversified portfolios consisting of equities, ETFs, and other investment vehicles, with an emphasis on client education, risk management, and regular review and adjustment to address changes in market conditions and client circumstances. Their strategy prioritizes collaboration, transparency, and long-term financial health for clients and future generations.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 18.33% | $44.72B | 1,159,348 | $35.90 | $38.57 | +$3.32B |
D DFAX | DIMENSIONAL ETF TRUST | 15.99% | $39.01B | 1,243,062 | $29.43 | $31.38 | +$3.35B |
D DFCF | DIMENSIONAL ETF TRUST | 11.69% | $28.51B | 666,836 | $42.28 | $42.76 | +$1.60B |
D DFNM | DIMENSIONAL ETF TRUST | 4.55% | $11.10B | 231,311 | $47.43 | $47.98 | -$1.23B |
D DFGX | DIMENSIONAL ETF TRUST | 4.18% | $10.19B | 188,878 | $53.39 | $53.96 | +$697.7M |