HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 301715
- Registered since
- May 10, 2019
- Website
- www.hubbellstrickland.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.08%
- Individuals18.02%
- Pension & Profit Sharing Plans9.21%
- Corporations / Businesses0.41%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hubbell Strickland Wealth Management, LLC is an independent SEC-registered RIA organized as an LLC and operating since 2019. The firm advises both individual and family clients as well as institutional and business clients, delivering financial planning and portfolio management services for individuals/small businesses and for businesses or institutions. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. An industry affiliation with a law firm is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds42%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
3 of 3Todd Hubbell
Financial AdvisorCRD 5787522
STEVEN HUBBELL
Financial AdvisorCRD 1238914
CARSON STRICKLAND
Financial AdvisorCRD 5909996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$232M in ETFs
67%
$155M
<1%
$76.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $73.7M | 342,517 | 31.72% |
Location
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 1100 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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