On November 5, 2025, Strathmore Capital Advisors announced its acquisition of Summit Financial Partners.
Strathmore Capital Advisors (“Strathmore”) announced, on November 5, 2025, that it acquired Summit Financial Partners (“Summit”). As part of the transaction, Summit’s team will join Strathmore. Further terms of the deal were not disclosed.
Strathmore, based in Charlotte, North Carolina, is a registered investment advisor offering investment management, wealth management, and financial planning services. Following the transaction, Strathmore has approximately $753 million in assets under management. Advisor Growth Strategies served as the advisor to Strathmore in the transaction.
Summit, based in Richmond, Virginia, is a registered investment advisor specializing in life insurance, financial planning, investments, and retirement planning. Summit has approximately $125 million in client assets. Hue Partners served as the advisor to Summit in the transaction.
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