Edward Stroman
Strathmore Capital Advisors · Charlotte, North Carolina
Edward Stroman is a fee-only financial advisor at Strathmore Capital Advisors in Charlotte, North Carolina, 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 | Charlotte, North Carolina |
| 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 DC, TX, VA · CRD 6411909 |
| Exams passed | Series 65 (2015) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | summitfinancialplanning.com |
How Edward'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 Edward
Is Edward Stroman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward 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 Edward charge for financial advice?
Edward's firm, Strathmore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Stroman based?
Edward Stroman is based in Charlotte, North Carolina.
What credentials does Edward Stroman hold?
Edward Stroman holds the CFP credential.
Is Edward Stroman registered with the SEC?
Yes. Edward Stroman is registered as an investment adviser representative in DC, TX and VA (CRD 6411909), 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 Edward Stroman?
Through Edward'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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