Robin Mitler
Strathmore Capital Advisors · Chapel Hill, North Carolina
Robin Mitler is a fee-only financial advisor at Strathmore Capital Advisors in Chapel Hill, 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 | Chapel Hill, 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 MD, NC · CRD 5111354 |
| Exams passed | Series 66 (2007) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | summitfinancialplanning.com |
How Robin'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 Robin
Is Robin Mitler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robin 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 Robin charge for financial advice?
Robin's firm, Strathmore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robin Mitler based?
Robin Mitler is based in Chapel Hill, North Carolina.
Is Robin Mitler registered with the SEC?
Yes. Robin Mitler is registered as an investment adviser representative in MD and NC (CRD 5111354), 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 Robin Mitler?
Through Robin'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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