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Zachary Daniel Huneycutt

Investment adviser representative at Strathmore Capital Advisors
10 yearsExperience
1 stateRegistered in
$805MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Strathmore Capital AdvisorsFeb 2024 to now
  2. Dimensional Fund AdvisorsMay 2017 to now
  3. Duke UniversityAug 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NC).

Strathmore Capital Advisors

Legal name: Strathmore Capital Advisors, Inc.

$805MAssets managed
501Clients
11Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6814729
Firm CRD
135008
Advisor's SEC record (opens in a new tab)
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