Strathmore Capital Advisors, Inc.
- Regulatory AUM
- $805M
- Discretionary
- $790M
- Clients
- 501
- Avg AUM / client
- $1.6M
- Accounts
- 1,594
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 256 | $107M | 13.3% |
| High net worth individuals | 237 | $663M | 82.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.6M | 0.95% |
| Charitable organizations | Fewer than 5 clients | $9.0M | 1.12% |
| Corporations and other businesses | 8 | $18.3M | 2.27% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Kernodle | President | Feb 2005 (22y) | 75% or more | |
| Faw, Taylor, Chapman | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Zachary Daniel Huneycutt | Chief Investment Officer | Jan 2024 (3y) | Less than 5% | |
| William Gray Kernodle | Registered representative | Mar 2009 (17y) | ||
| Robert Davis Kernodle | Registered representative | Mar 2011 (15y) | ||
| Edward Max Stroman | Registered representative | CFP | Feb 2015 (11y) | |
| Robin Anne Mitler | Registered representative | Jun 2025 (1y) | ||
| David Lawrence Straus | Registered representative | CFA | Jun 2025 (1y) | |
| Jennifer Helton Luzzatto | Registered representative | CFP CFA | Nov 2025 (1y) | |
| Julia Marie Martinelli | Registered representative | Feb 2026 (0y) | ||
| Daniel James O'rourke | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $417M (52% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗