Advisor at Strathmore Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strathmore Capital Advisors
Location
Bethesda, MD
Credentials
CFA®, Series 65
Industry experience
29 years
Based on Strathmore Capital Advisors
Based on Strathmore Capital Advisors
$0 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Monthly subscription fee paid to Wealthtender for advertising and lead-generation purposes (amount not specified)
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $4,000 for new advisory relationships; minimum annual fee of $2,000 for endowments and participant-directed qualified retirement plans; minimum annual fee of $500 for tax preparation and consulting services Fee-only: Portfolio management and financial planning for one all-inclusive fee; separate fees for tax preparation and consulting services
Bethesda, MD
Maryland · North Carolina · Virginia
Strathmore Capital Advisors, Inc.
2025 - Present (1 year)
New Potomac Partners, Llc
2014 - 2025 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
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