# Stratacore Capital Management, LLC.

> Stratacore Capital Management, LLC. is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 171163
- Filed as: STRATACORE CAPITAL MANAGEMENT, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171163
- AdvisorCensus page: https://advisorcensus.com/firm/stratacore-capital-management-llc-new-york-ny-171163

## Quick answers

**How is Stratacore Capital Management, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Stratacore Capital Management, LLC. reports these compensation arrangements: a percentage of assets under its management.

**Where is Stratacore Capital Management, LLC. located?**
Stratacore Capital Management, LLC.'s principal office is in New York, NY, according to its Form ADV.

**Is Stratacore Capital Management, LLC. registered with the SEC or a state?**
Stratacore Capital Management, LLC. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 171163.

**How much does Stratacore Capital Management, LLC. manage?**
Stratacore Capital Management, LLC. reports $97,000,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (5% discretionary).

**How have Stratacore Capital Management, LLC.'s assets and staff changed since 2021?**
In the Form ADV data for Stratacore Capital Management, LLC.: Regulatory assets under management: $52,535,000 in the October 2021 data and $97,000,000 in the October 2026 data, up 85%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stratacore Capital Management, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (32); corporations or other businesses not listed above (2).

**Which custodians does Stratacore Capital Management, LLC. use?**
Stratacore Capital Management, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stratacore Capital Management, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171163

**Does Stratacore Capital Management, LLC. state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "SCM does not require a minimum to open an account."

**What changed in Stratacore Capital Management, LLC.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $77,500,000 to $97,000,000 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> SCM does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $97,000,000
- Discretionary: $4,470,000
- Non-discretionary: $92,530,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $28,260,000 |
| High net worth individuals | 32 | $37,240,000 |
| Corporations or other businesses not listed above | 2 | $31,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stratacore.net
- stratacoremgmt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $52,535,000 | 2 | April 22, 2021 |
| October 2022 | $80,560,000 | 2 | February 1, 2022 |
| October 2023 | $71,000,000 | 2 | September 20, 2023 |
| October 2024 | $68,876,000 | 2 | February 5, 2024 |
| October 2025 | $77,500,000 | 2 | February 20, 2025 |
| October 2026 | $97,000,000 | 2 | March 4, 2026 |

Regulatory assets under management: $52,535,000 in the October 2021 data and $97,000,000 in the October 2026 data, up 85%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $77,500,000 to $97,000,000 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stratacore Capital Management, LLC. (CRD 171163): Form ADV filing data as of October 2026.