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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional/business accounts, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines percentage-of-AUM billing with fixed fees. The firm is not positioned as a capital allocator and does not report active ESG investing or multi-state adviser status in the available filing. The ADV also lists an affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Todd 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 61Active vs passive
$261M in ETFs
68%
$177M
<1%
$83.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $80.2M | 338,905 | 30.73% |
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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