This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2009
- Office Locations
- 7
Office Locations
About Strathmore Capital Advisors
Strathmore Capital Advisors is a fee-only, fiduciary wealth management firm delivering holistic financial planning and asset management for affluent individuals and families, business owners, and nonprofit/institutional investors (typically $1M+ investable). The team takes a disciplined approach to portfolio strategy and collaborates with clients’ other professionals. Multi-office presence across NC, plus DC and VA.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHARLES KERNODLE
Financial Advisor, General Partner, President
- CRD
- #2465438
- Ownership
- 75% or more
TAYLOR CHAPMAN FAW
Chief Compliance Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
ROBERT DAVIS KERNODLE
Financial Advisor
- CRD
- #5891889
WILLIAM GRAY KERNODLE
Financial Advisor
- CRD
- #5645327
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $789,801,939 | $506,283 |
| Non-Discretionary | $15,232,668 | $448,020 |
| Total | $805,034,607 | $505,041 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing