Stratacore Capital Management, LLC.

StrataCore Capital Management, LLC manages roughly $97 million in client assets for individuals (including high-net-worth clients), trusts, pension and profit‑sharing plans, charitable organizations and small businesses, working with two advisors and about 109 client relationships. The firm provides ongoing asset management (both discretionary and non‑discretionary), ERISA plan advisory services (limited‑scope 3(21) fiduciary), variable annuity management, and broader financial planning and retirement and estate guidance.

The firm’s investment work draws on fundamental, technical and cyclical analysis and documents client objectives in investment policy statements, with account reviews performed at least quarterly and more often as market conditions dictate. StrataCore offers discretionary authority when clients grant it, but a large portion of its business is managed on a non‑discretionary basis, meaning the adviser typically makes recommendations that require client approval prior to execution.

Noteworthy for a firm of its size, StrataCore reports approximately $74.8 million in non‑discretionary AUM versus $2.7 million discretionary, so most assets remain under client approval rather than full discretionary control. The firm also discloses that its advisers are licensed insurance agents who may receive commissions for insurance sales and that a partner devotes substantial time to outside business roles (about 60%), with the firm citing disclosures, supervision and its fiduciary duty as mitigants.