STRATHMORE CAPITAL ADVISORS, INC.
Legal name: STRATHMORE CAPITAL ADVISORS
CRD #135008 SEC #801-106984 CHARLOTTE, NC 704-364-4241
SEC Registered
Total AUM
$455.9M
Discretionary
$442.2M
Employees
9
Clients
101
Accounts
935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $455.9M | $442.2M | $13.7M | 9 | 0 |
| Jul 2025 | $455.9M | $442.2M | $13.7M | 9 | 0 |
| May 2025 | $455.9M | $442.2M | $13.7M | 9 | 0 |
| Mar 2025 | $455.9M | $442.2M | $13.7M | 9 | 0 |
| Sep 2024 | $391M | $379.3M | $11.7M | 8 | 0 |
| Jun 2024 | $391M | $379.3M | $11.7M | 8 | 0 |
| Mar 2024 | $391M | $379.3M | $11.7M | 8 | 0 |
| Jan 2024 | $342.7M | $334M | $8.7M | 7 | 0 |
| Mar 2023 | $342.7M | $334M | $8.7M | 7 | 0 |
| Mar 2022 | $368.3M | $358.4M | $9.9M | 7 | 0 |
| Mar 2022 | $368.3M | $358.4M | $9.9M | 7 | 0 |
| Apr 2021 | $297.9M | $297.9M | $0 | 7 | 0 |
| Mar 2021 | $297.9M | $297.9M | $0 | 7 | 0 |
| Mar 2021 | $269.3M | $269.3M | $0 | 9 | 192 |
| Jan 2021 | $269.3M | $269.3M | $0 | 9 | 192 |
| Nov 2020 | $269.3M | $269.3M | $0 | 9 | 192 |
| Jul 2020 | $269.3M | $269.3M | $0 | 9 | 192 |
| Jun 2020 | $269.3M | $269.3M | $0 | 9 | 192 |
| Mar 2020 | $269.3M | $269.3M | $0 | 9 | 192 |
| Jan 2020 | $213.5M | $213.5M | $0 | 8 | 0 |
| Oct 2019 | $213.5M | $213.5M | $0 | 8 | 0 |
| Apr 2019 | $213.5M | $213.5M | $0 | 8 | 0 |
| Mar 2019 | $213.5M | $213.5M | $0 | 8 | 0 |
| Dec 2018 | $239.7M | $239.7M | $0 | 8 | 2 |
| Nov 2018 | $239.7M | $239.7M | $0 | 8 | 2 |
| Mar 2018 | $239.7M | $239.7M | $0 | 8 | 2 |
| Mar 2018 | $239.7M | $239.7M | $0 | 8 | 2 |
| Feb 2018 | $239.7M | $239.7M | $0 | 8 | 2 |
| Aug 2017 | $202M | $202M | $0 | 7 | 200 |
| Mar 2017 | $202M | $202M | $0 | 7 | 200 |
| Jan 2017 | $177.5M | $177.5M | $0 | 7 | 100 |
| Mar 2016 | $177.5M | $177.5M | $0 | 7 | 100 |
| Nov 2015 | $181M | $180.9M | $101.1K | 7 | 100 |
| May 2012 | $44.5M | $44.5M | $0 | 1 | 33 |
| Feb 2012 | $44.5M | $44.5M | $0 | 1 | 33 |
| May 2011 | $45.2M | $45.2M | $0 | 5 | -- |
| Mar 2011 | $45.2M | $45.2M | $0 | 5 | -- |
DateOct 2025
Total AUM$455.9M
Discretionary$442.2M
Non-Disc.$13.7M
Employees9
Clients0
DateJul 2025
Total AUM$455.9M
Discretionary$442.2M
Non-Disc.$13.7M
Employees9
Clients0
DateMay 2025
Total AUM$455.9M
Discretionary$442.2M
Non-Disc.$13.7M
Employees9
Clients0
DateMar 2025
Total AUM$455.9M
Discretionary$442.2M
Non-Disc.$13.7M
Employees9
Clients0
DateSep 2024
Total AUM$391M
Discretionary$379.3M
Non-Disc.$11.7M
Employees8
Clients0
DateJun 2024
Total AUM$391M
Discretionary$379.3M
Non-Disc.$11.7M
Employees8
Clients0
DateMar 2024
Total AUM$391M
Discretionary$379.3M
Non-Disc.$11.7M
Employees8
Clients0
DateJan 2024
Total AUM$342.7M
Discretionary$334M
Non-Disc.$8.7M
Employees7
Clients0
DateMar 2023
Total AUM$342.7M
Discretionary$334M
Non-Disc.$8.7M
Employees7
Clients0
DateMar 2022
Total AUM$368.3M
Discretionary$358.4M
Non-Disc.$9.9M
Employees7
Clients0
DateMar 2022
Total AUM$368.3M
Discretionary$358.4M
Non-Disc.$9.9M
Employees7
Clients0
DateApr 2021
Total AUM$297.9M
Discretionary$297.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$297.9M
Discretionary$297.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees9
Clients192
DateJan 2021
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees9
Clients192
DateNov 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees9
Clients192
DateJul 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees9
Clients192
DateJun 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees9
Clients192
DateMar 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees9
Clients192
DateJan 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees8
Clients2
DateNov 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees8
Clients2
DateMar 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees8
Clients2
DateMar 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees8
Clients2
DateFeb 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees8
Clients2
DateAug 2017
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees7
Clients200
DateJan 2017
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees7
Clients100
DateNov 2015
Total AUM$181M
Discretionary$180.9M
Non-Disc.$101.1K
Employees7
Clients100
DateMay 2012
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients33
DateFeb 2012
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients33
DateMay 2011
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees5
Clients--