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| Happy Holidays!! thanks for using AUM13F!! |
| Strathmore Capital Advisors Inc
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|---|---|
| CRD # | 135008 |
| SEC # | 801-106984 |
| CIK # | 0002021703 |
| AUM | $455.9 M (2025-07-21) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 704-364-4241 |
| Address | 2201 South Blvd Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| iShares Comex Gold Trust | 3.8 | |
| Microsoft Corp | 3.0 | |
| Apple Inc | 2.8 | |
| Lowes Companies Inc | 2.7 | |
| Palantir Technologies Inc | 2.2 | |
| Oracle Corp | 1.8 | |
| Alphabet Inc | 1.3 | |
| Nvidia Corp | 1.3 | |
| Facebook Inc | 1.0 | |
| Priceline Com Inc | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 53.6 |
| (b) Individuals (high net worth individuals) | 146 | 374.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.4 |
| (h) Charitable organizations | 0 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 935 | 455.9 |
| By Discretionary | ||
| Discretionary | 903 | 442.2 |
| Non-Discretionary | 32 | 13.7 |
| Total | 935 | 455.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.9 | |
| Total | 935 | 455.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021703] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
XCEL Wealth Management LLC
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|
FL | 0.5 |
|
Tactive Advisors LLC
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|
FL | 0.5 |
|
Cypress Capital Partners LLC
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|
IL | 0.5 |
|
RIA Advisory Group LLC
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IA | 0.5 |
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Horizon Advisory Services Inc
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NY | 0.5 |
|
Integrated Financial Strategies LLC
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|
FL | 0.5 |
|
Financial Designs Corporation
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|
CA | 0.5 |
|
Quantitative Process LLC
✚
|
NC | 0.5 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |