CRD: 301715
Hubbell Strickland Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Catalyst matrixDelta
- Established Date
- 05-10-2019
- Office Locations
- 1
Office Locations
About Hubbell Strickland Wealth Management, LLC
Hubbell Strickland Wealth Management is an independent New Orleans RIA providing customized investment management and planning. The team (CFP, CFA, attorney, MBA) builds portfolios using stocks, bonds, ETFs and mutual funds and coordinates with clients’ CPAs and attorneys. The firm has dedicated experience serving charitable organizations, including endowments and foundations for religious and educational institutions, and custodians include Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CARSON WAYNE STRICKLAND
Chief Compliance Officer, Financial Advisor
- CRD
- #5909996
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
STEVEN JOHN HUBBELL
Financial Advisor
- CRD
- #1238914
Todd Steven Hubbell
Financial Advisor
- CRD
- #5787522
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $573,671,736 | $467,540 |
| Non-Discretionary | $44,210,840 | $4,912,316 |
| Total | $617,882,576 | $499,905 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $617,882,576
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $91,249,460 | 16.2% |
| Public Funds | $114,343,459 | 20.3% |
| Corporate - Investment Grade | $158,278,384 | 28.1% |
| Cash | $81,110,631 | 14.4% |
| Municipal Bonds | $118,286,338 | 21.0% |
| Total | $563,268,272 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ATLAS BEACON | CAPITAL MATRIX | B72ZP84DI | XVZJT | 10.10% | $64,032,521 |
| MATRIX FOCUS DELTA | VERTEX NORTH | 5GOO2O3RH | WTLN | 9.31% | $9,715,060 |
| HARBOR MERIDIAN | FRONTIER SIGNAL | LMZMQR4O8 | AZT | 6.73% | $39,427,531 |
| PRIME LEGACY PATHWAY | DELTA VALUE | HB12M44SD | ORZ | 6.75% | $9,129,183 |
| MERIDIAN QUANTUM EMBER | BRIDGE RADIAL | CGBCVD1YA | WRN | 5.92% | $46,779,846 |
| INSIGHT BRIDGE | FUSION ELEMENT | XDZBUX2MR | OZDM | 9.49% | $64,672,547 |
| RADIAL PRIME | HORIZON EMBER | EH1INY47H | PJPQH | 1.36% | $41,166,797 |
| EAGLE MERIDIAN OAK | TIMBER DELTA | F4JJKF9QT | ZHM | 11.74% | $44,763,768 |