Overview
Assets Under Management: $121 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 44
Average Client Assets: $2.4 million
Frequently Asked Questions
STRICKLAND DAVIS ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126538), STRICKLAND DAVIS ADVISORS LLC is subject to fiduciary duty under federal law.
STRICKLAND DAVIS ADVISORS LLC is headquartered in MARIETTA, GA.
STRICKLAND DAVIS ADVISORS LLC serves 44 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, STRICKLAND DAVIS ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STRICKLAND DAVIS ADVISORS LLC manages $121 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, STRICKLAND DAVIS ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.02%
Average Client Assets: $2.4 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 126538
Filing ID: 2073598
Last Filing Date: 2026-03-23 11:05:02