Stratacore Capital Management, Llc.

SEC-regulated
Registered investment advisor
StrataCore Capital Management, LLC is a registered investment adviser founded in April 2014, offering investment management services to individuals, pension plans, trusts, and small businesses. The firm provides consultation on financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate conservation. They offer discretionary and non-discretionary asset management services, including ERISA plan services acting as a limited scope ERISA 3(21) fiduciary. The firm does not act as a custodian of client assets. Clients have the option to impose restrictions on investments. There is no minimum account size required to open an account. Fees are based on a percentage of assets under management, with the annual fee negotiable for amounts over $1,000,000. SCM does not receive external compensation for the sale of securities to clients. The firm does not use performance-based fees. Investment strategies are based on client objectives and risk tolerance, utilizing fundamental, technical, and cyclical analysis. SCM does not vote proxies on securities. The firm's officers and employees have committed to a Code of Ethics to act in the best interest of clients. Robert J. DeSalvo and Olov Mikael Alexander Larsson are key personnel at the firm, with detailed educational backgrounds and business experience provided. DeSalvo is the Chief Compliance Officer, while Larsson is a Partner and Investment Advisor Representative. Larsson also serves as the Vice President of Backwater Investment Group AB. Both individuals receive additional compensation from their respective roles outside of SCM. Supervision is conducted by DeSalvo, ensuring compliance with regulations and client interests. No disciplinary actions have been reported for either individual.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting