DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

CRD 301715

NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18902ae4-55ab-f552-1986-eec992f6ad03

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Apr 9, 2019 to Mar 19, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $618MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $574M
Private client RAUM: $557MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $206Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,236
Individual clients: 286
High net worth clients: 158
Custody, client assets: $248M
SEC number: 801-115250
CRD: 301715
Filings on the tape: 15
First filed: Apr 9, 2019
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, LA
Website: hubbellstrickland.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARSON WAYNE STRICKLAND	Certified Financial Planner	NEW ORLEANS, LA	7	13	2	yes
STEVEN JOHN HUBBELL	Certified Financial Planner	NEW ORLEANS, LA	7	42	3	yes
Todd Steven Hubbell	Certified Financial Planner	NEW ORLEANS, LA	7	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUBBELL CAPITAL MANAGEMENT, LLC	Owner	D	yes	04/2019	Apr 9, 2019	Mar 13, 2024
HUBBELL, STEVEN, JOHN	MANAGING MEMBER	E	yes	04/2019	Apr 9, 2019	Mar 13, 2024
HUBBELL, TODD, STEVEN	SOLE MEMBER	E	yes	04/2019	Apr 9, 2019	Mar 13, 2024
STRICKLAND, CARSON, WAYNE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2019	Apr 9, 2019	Mar 13, 2024
STRICKLAND, CARSON, WAYNE	SOLE MEMBER	E	yes	04/2019	Apr 9, 2019	Mar 13, 2024
STRICKLAND CAPITAL MANAGEMENT, LLC	Owner	B	no	04/2019	Apr 9, 2019	Mar 13, 2024
TSH CAPITAL MANAGEMENT, LLC	Owner	B	no	04/2019	Apr 9, 2019	Mar 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$618M	$574M	3	3	n/a	n/a
2024	Mar 20, 2025	$540M	$515M	3	3	n/a	n/a
2023	Mar 13, 2024	$504M	$471M	3	3	n/a	n/a
2022	Mar 27, 2023	$442M	$412M	3	3	n/a	n/a
2021	Mar 23, 2022	$497M	$459M	3	3	n/a	n/a
2020	Mar 25, 2021	$435M	$399M	3	3	n/a	n/a
2019	Mar 26, 2020	$398M	$365M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$618M	$540M	14.4%	$442M	11.8%	3	3	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STOKES & HUBBELL CAPITAL MANAGEMENT, LLC	3	Jul 16, 2019	May 23, 2019	NEW ORLEANS, LA	Team lift out	RIA to new firm	42.9%

Relationships

Registered with (3)

← STEVEN JOHN HUBBELLAdvisorregistration: current employment
May 23, 2019 to presentfactForm ADV
← Todd Steven HubbellAdvisorregistration: current employment
May 23, 2019 to presentfactForm ADV
← CARSON WAYNE STRICKLANDAdvisorregistration: current employment
May 22, 2019 to presentfactForm ADV

Affiliated with (1)

← STOKES & HUBBELL CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← HUBBELL, STEVEN, JOHNOwnerMANAGING MEMBER, ownership code E, individual
Apr 9, 2019 to Mar 13, 2024factForm ADV
← HUBBELL, TODD, STEVENOwnerSOLE MEMBER, ownership code E, individual
Apr 9, 2019 to Mar 13, 2024factForm ADV
← STRICKLAND, CARSON, WAYNEOwnerSOLE MEMBER, ownership code E, individual
Apr 9, 2019 to Mar 13, 2024factForm ADV
← HUBBELL CAPITAL MANAGEMENT, LLCOwnerOWNER, ownership code D, domestic entity
Apr 9, 2019 to Mar 13, 2024factForm ADV

Owns (2)

← STRICKLAND CAPITAL MANAGEMENT, LLCOwnerOWNER, ownership code B, domestic entity
Apr 9, 2019 to Mar 13, 2024factForm ADV
← TSH CAPITAL MANAGEMENT, LLCOwnerOWNER, ownership code B, domestic entity
Apr 9, 2019 to Mar 13, 2024factForm ADV

Moved with (1)

← STOKES & HUBBELL CAPITAL MANAGEMENT, LLCRegistered adviser3 advisors, team lift out, same day
Jul 16, 2019 to May 23, 2019factForm ADV

Dated events

Occurred
Apr 9, 2019
First Form ADV filing
Hubbell Strickland Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18902ae4-55ab-f552-1986-eec992f6ad03
First observed: Apr 9, 2019
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

CRD 301715

NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18902ae4-55ab-f552-1986-eec992f6ad03

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARSON WAYNE STRICKLAND

Certified Financial Planner

NEW ORLEANS, LA

yes

STEVEN JOHN HUBBELL

Certified Financial Planner

NEW ORLEANS, LA

yes

Todd Steven Hubbell

Certified Financial Planner

NEW ORLEANS, LA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUBBELL CAPITAL MANAGEMENT, LLC

Owner

yes

04/2019

Apr 9, 2019

Mar 13, 2024

HUBBELL, STEVEN, JOHN

MANAGING MEMBER

yes

04/2019

Apr 9, 2019

Mar 13, 2024

HUBBELL, TODD, STEVEN

SOLE MEMBER

yes

04/2019

Apr 9, 2019

Mar 13, 2024

STRICKLAND, CARSON, WAYNE

CHIEF COMPLIANCE OFFICER

yes

07/2019

Apr 9, 2019

Mar 13, 2024

STRICKLAND, CARSON, WAYNE

SOLE MEMBER

yes

04/2019

Apr 9, 2019

Mar 13, 2024

STRICKLAND CAPITAL MANAGEMENT, LLC

Owner

04/2019

Apr 9, 2019

Mar 13, 2024

TSH CAPITAL MANAGEMENT, LLC

Owner

04/2019

Apr 9, 2019

Mar 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$618M

$574M

n/a

2024

Mar 20, 2025

$540M

$515M

n/a

2023

Mar 13, 2024

$504M

$471M

n/a

2022

Mar 27, 2023

$442M

$412M

n/a

2021

Mar 23, 2022

$497M

$459M

n/a

2020

Mar 25, 2021

$435M

$399M

n/a

2019

Mar 26, 2020

$398M

$365M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$618M

$540M

14.4%

$442M

11.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STOKES & HUBBELL CAPITAL MANAGEMENT, LLC

Jul 16, 2019

May 23, 2019

NEW ORLEANS, LA

Team lift out

RIA to new firm

42.9%