STRICKLAND DAVIS ADVISORS LLC

RIASEC RegisteredEst. 2021

Total AUM

$121M

Discretionary

$121M

100% of AUM

Avg account

$597K

Accounts

203

Employees

Advisory reps

Firm details

Headquarters: MARIETTA, Georgia
CRD number: 126538
Registered since: April 29, 2021
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI87.02%
Individuals11.61%
Pension & Profit Sharing Plans0.75%
Charitable Organizations0.62%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Strickland Davis Advisors LLC is an independent registered investment adviser that focuses on serving individuals, families and small-business owners. The firm, SEC-registered in 2021 and owned by an individual, runs a fee-for-service model based on a percentage of assets under management and emphasizes discretionary portfolio management alongside financial planning and pension consulting services. Investment activity centers on public funds and mutual funds for core allocation needs, with selective use of third‑party private placements to supplement client portfolios. The firm is not an active ESG investor and does not operate as a capital allocator; its business model is oriented toward outsourcing specialized alternative exposure to external managers when appropriate.