Daniel O'Rourke
Strathmore Capital Advisors · Pooler, Georgia
Daniel O'Rourke is a fee-only financial advisor at Strathmore Capital Advisors in Pooler, Georgia, who holds the CFP credential. Strathmore Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Strathmore Capital Advisors |
|---|---|
| Based in | Pooler, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $805.0M across 1,594 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC · CRD 4768908 |
| Exams passed | Series 63 (2004) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | summitfinancialplanning.com |
How Daniel's firm compares
- Strathmore Capital Advisors's average account is about $505,000, from its Form ADV (assets managed divided by 1,594 accounts).
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Questions about Daniel
Is Daniel O'Rourke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Strathmore Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Strathmore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel O'Rourke based?
Daniel O'Rourke is based in Pooler, Georgia.
What credentials does Daniel O'Rourke hold?
Daniel O'Rourke holds the CFP credential.
Is Daniel O'Rourke registered with the SEC?
Yes. Daniel O'Rourke is registered as an investment adviser representative in GA and SC (CRD 4768908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strathmore Capital Advisors manage?
Strathmore Capital Advisors reports $805.0M across 1,594 accounts in assets under management.
How do I contact Daniel O'Rourke?
Through Daniel's website, summitfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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