DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hubbell Strickland Wealth Management, LLC
Latest filing Mar 19, 2026
First filing on the tape Apr 9, 2019 · 15 filings
SEC status approved since May 10, 2019
RAUM
$618M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
90%
$557M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$206M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$618M as of Mar 19, 2026
Mar 26, 2020$398M then
HNW client RAUM$445M as of Mar 19, 2026
Mar 26, 2020$283M then
State-registered IARs (5.B.3)2 as of Mar 19, 2026
Mar 26, 20202 then
Employees (5.A)3 as of Mar 19, 2026
Mar 26, 20203 then
Private funds: no history
RAUM +14% over the last fiscal year+12% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $206MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 148derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $499,905derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 9.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.7%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$445M72%
- Individuals$111M18%
- Pension and profit-sharing plans$56.9M9.2%
- Corporations and businesses$2.5M0.4%
- Charitable organizations$1.7M0.3%
- Individual clients
- 286reported
- HNW clients
- 158reported
- Pension plan clients
- 46reported
- Charitable clients
- 2reported
- Accounts
- 1,236reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.9 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Carson Wayne StricklandCertified Financial Planner | New Orleans, La | May 22, 2019 | 13 y | 2 |
| Todd Steven HubbellCertified Financial Planner | New Orleans, La | May 23, 2019 | 13 y | 2 |
| Steven John HubbellCertified Financial Planner | New Orleans, La | May 23, 2019 | 42 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Steven John Hubbell from Stokes & Hubbell Capital Management, LLCMay 23, 2019 · RIA to a newly registered adviser
- Todd Steven Hubbell from Stokes & Hubbell Capital Management, LLCMay 23, 2019 · RIA to a newly registered adviser
- Carson Wayne Strickland from Stokes & Hubbell Capital Management, LLCMay 22, 2019 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Stokes & Hubbell Capital Management, LLCJul 16, 2019 · New Orleans, La
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wayne Carson Strickland · Chief Compliance Officercontrolsince 07/2019 · owns less than 5%
- John Steven Hubbell · Managing Membercontrolsince 04/2019 · owns 75% or more of Hubbell Capital Management, LLC
- Steven Todd Hubbell · Sole Membercontrolsince 04/2019 · owns 75% or more of Tsh Capital Management, LLC
- Wayne Carson Strickland · Sole Membercontrolsince 04/2019 · owns 75% or more of Strickland Capital Management, LLC
Entity owners
- Hubbell Capital Management, LLC · Ownerdirect · owns 50% to 75%
- Strickland Capital Management, LLC · Ownerdirect · owns 10% to 25%
- Tsh Capital Management, LLC · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Hubbell Strickland Wealth Management, LLC as a related person
- 172937 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New Orleans, La · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,163 to 1,236Mar 20, 2025 to Mar 19, 2026
- Corporate clients · 15 to 13Mar 20, 2025 to Mar 19, 2026
- HNW clients · 153 to 158Mar 20, 2025 to Mar 19, 2026
- Individual clients · 271 to 286Mar 20, 2025 to Mar 19, 2026
- Pension plan clients · 47 to 46Mar 20, 2025 to Mar 19, 2026
- Assets in custody · $212M to $248MMar 20, 2025 to Mar 19, 2026
- Discretionary RAUM · $515M to $574MMar 20, 2025 to Mar 19, 2026
- HNW RAUM · $397M to $445MMar 20, 2025 to Mar 19, 2026
- Individual RAUM · $102M to $111MMar 20, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $25.5M to $44.2MMar 20, 2025 to Mar 19, 2026
- Pension RAUM · $36.2M to $56.9MMar 20, 2025 to Mar 19, 2026
- RAUM · $540M to $618MMar 20, 2025 to Mar 19, 2026
- Accounts · 1,109 to 1,163Mar 13, 2024 to Mar 20, 2025
- Charity clients · 1 to 2Mar 13, 2024 to Mar 20, 2025
- HNW clients · 147 to 153Mar 13, 2024 to Mar 20, 2025
- Individual clients · 261 to 271Mar 13, 2024 to Mar 20, 2025
- Pension plan clients · 49 to 47Mar 13, 2024 to Mar 20, 2025
- Assets in custody · $185M to $212MMar 13, 2024 to Mar 20, 2025
- Financial planning clients · 251-500 to 251-500Mar 13, 2024 to Mar 20, 2025
- Discretionary RAUM · $471M to $515MMar 13, 2024 to Mar 20, 2025
- HNW RAUM · $360M to $397MMar 13, 2024 to Mar 20, 2025
- Individual RAUM · $97.7M to $102MMar 13, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $33.2M to $25.5MMar 13, 2024 to Mar 20, 2025
- Pension RAUM · $41.9M to $36.2MMar 13, 2024 to Mar 20, 2025
- RAUM · $504M to $540MMar 13, 2024 to Mar 20, 2025
- Accounts · 1,065 to 1,109Mar 27, 2023 to Mar 13, 2024
- Corporate clients · 13 to 15Mar 27, 2023 to Mar 13, 2024
- HNW clients · 125 to 147Mar 27, 2023 to Mar 13, 2024
- Individual clients · 247 to 261Mar 27, 2023 to Mar 13, 2024
- Pension plan clients · 46 to 49Mar 27, 2023 to Mar 13, 2024
- Assets in custody · $141M to $185MMar 27, 2023 to Mar 13, 2024
- Discretionary RAUM · $412M to $471MMar 27, 2023 to Mar 13, 2024
- HNW RAUM · $299M to $360MMar 27, 2023 to Mar 13, 2024
- Individual RAUM · $105M to $97.7MMar 27, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $29.6M to $33.2MMar 27, 2023 to Mar 13, 2024
- Pension RAUM · $35.2M to $41.9MMar 27, 2023 to Mar 13, 2024
- RAUM · $442M to $504MMar 27, 2023 to Mar 13, 2024
- Accounts · 1,003 to 1,065Mar 23, 2022 to Mar 27, 2023
- HNW clients · 132 to 125Mar 23, 2022 to Mar 27, 2023
- Individual clients · 241 to 247Mar 23, 2022 to Mar 27, 2023
Signals
1 dated events
- Hubbell Strickland Wealth Management, Llc filed its initial SEC registration (Form ADV)Apr 9, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@hubbellstrickland.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- alexis@hubbellstrickland.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- robin@hubbellstrickland.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 504-867-7220reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 504-832-3921reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- hubbellstrickland.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 504-832-3921reportedpublic record, Form ADV, Mar 19, 2026
- Team page
- hubbellstrickland.com/team/todd-s-hubbellreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $206Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026