Stratacore Capital Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,500,000
Clients
109
Advisors
2
of 2 employees
About
StrataCore Capital Management, LLC manages roughly $97 million in client assets for individuals (including high-net-worth clients), trusts, pension and profit‑sharing plans, charitable organizations and small businesses, working with two advisors and about 109 client relationships. The firm provides ongoing asset management (both discretionary and non‑discretionary), ERISA plan advisory services (limited‑scope 3(21) fiduciary), variable annuity management, and broader financial planning and retirement and estate guidance.
The firm’s investment work draws on fundamental, technical and cyclical analysis and documents client objectives in investment policy statements, with account reviews performed at least quarterly and more often as market conditions dictate. StrataCore offers discretionary authority when clients grant it, but a large portion of its business is managed on a non‑discretionary basis, meaning the adviser typically makes recommendations that require client approval prior to execution.
Noteworthy for a firm of its size, StrataCore reports approximately $74.8 million in non‑discretionary AUM versus $2.7 million discretionary, so most assets remain under client approval rather than full discretionary control. The firm also discloses that its advisers are licensed insurance agents who may receive commissions for insurance sales and that a partner devotes substantial time to outside business roles (about 60%), with the firm citing disclosures, supervision and its fiduciary duty as mitigants.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually Over $1,000,000+: Negotiable
Main office
57 W. 8th Street, Apt. 3 A
New York NY 10011
Advisors at this office
2
Most active in
New Jersey · New York · Pennsylvania · Texas
Also doing business as
Desalvo, Robert James · Stratacore Capital Management, LLC · Stratacore Capital Management, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mikael L
Series 66
New York, NY
Stratacore Capital Management, LLC.
Mikael Larsson is a financial advisor at StrataCore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. In addition to his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm, Sweden, dedicating approximately half of his time to that activity. StrataCore Capital Management, LLC manages around $97 million in client assets, serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach, offering both discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services.
Robert D
Series 66
New York, NY
Stratacore Capital Management, LLC.
Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor since 2003, alongside his role at Stratacore since 2014. Desalvo is also licensed to sell insurance products, an activity to which he devotes a small portion of his time. Stratacore Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, managing approximately $97 million in assets. The firm combines fundamental, technical, and cyclical analysis in its investment approach, providing both discretionary and non-discretionary asset management and ERISA plan advisory services.
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