William
Kernodle

Strathmore Capital Advisors

CRD#5645327
Investment Advisor
in Charlotte, NC

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About this Advisor

William Kernodle is a financial advisor who works in Charlotte, North Carolina with a total of 14 years of relevant experience. Kernodle is an employee of Strathmore Capital Advisors. They have been an employee of Strathmore Capital Advisors for their entire career. Kernodle maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in North Carolina. Strathmore Capital Advisors is a registered investment company operating out of Charlotte, NC. It has offices in three locations and a total of seven employees. It handles $343 million in assets under management across its 803 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 803 accounts, 47% are held by high-net-worth investors who have greater than $1 million in assets. Strathmore Capital Advisors has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Strathmore Capital Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2201 South Blvd. Suite 310
Charlotte, NC 28203

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Strathmore Capital Advisors Brokerage Details

Total Assets Under Management

$342,708,234

NC Average: $3,625,019,099
Total Number of Employees

7

NC Average: 22
Total Number of Accounts

803

NC Average: 1,917
Average Account Size

$426,785

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Kernodle Work History

William has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Strathmore Capital Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Kernodle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strathmore Capital Advisors

Robert Kernodle
Charlotte, NC
William Kernodle
Charlotte, NC
Edward Stroman
Charlotte, NC
John Kernodle
Charlotte, NC
Carla Steele
Statesville, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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