Julia Martinelli
Strathmore Capital Advisors · Charlotte, North Carolina
Julia Martinelli is a fee-only financial advisor at Strathmore Capital Advisors in Charlotte, North Carolina. 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 |
| SEC registration | Investment adviser representative in NC · CRD 7416774 |
| Exams passed | Series 63 (2021) · Series 65 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | summitfinancialplanning.com |
How Julia'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 Julia
Is Julia Martinelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julia 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 Julia charge for financial advice?
Julia's firm, Strathmore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julia Martinelli based?
Julia Martinelli is based in Charlotte, North Carolina.
Is Julia Martinelli registered with the SEC?
Yes. Julia Martinelli is registered as an investment adviser representative in NC (CRD 7416774), 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 Julia Martinelli?
Through Julia'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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