Strickland Davis Advisors LLC
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
FINTRXOverview
Strickland Davis Advisors LLC is an independent, SEC-registered investment advisory firm organized as an LLC and owned by an individual. The adviser focuses on serving individuals and families and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not present itself as a capital allocator, is not a multi-state adviser, and is not positioned as an active ESG investor.
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
- Public Funds/Mutual Funds68%
- US Government Bonds13%
- Cash & Cash Equivalents9%
- Exchange Traded Equities5%
- State & Local Bonds4%
Contacts
3 of 3Wayne Davis
Vice PresidentCRD 4071044
Michael Strickland
Owner and PresidentCRD 6707209
Kendyl Strickland
PrincipalCRD 3032371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 4653 Olde Towne Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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