$121.3M Total AUM
$121.3M Disc. AUM
9.6% 3Y CAGR
3 Employees
93 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-2003
- Office Locations
- 1
Office Locations
4653 Olde Towne Parkway Marietta GA
About Strickland Davis Advisors LLC
Strickland Davis Advisors LLC is a Marietta-based RIA. The firm has been operating for 23 years. Managing $121.3M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
K
KENDYL CLAY STRICKLAND
CPA
- CRD
- #3032371
- Ownership
- 75% or more
Available
Available
Available
W
WAYNE ALBERT DAVIS Jr.
Chief Compliance Officer, President
- CRD
- #4071044
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Michael Fitzgerald Strickland
Financial Advisor, General Partner
- CRD
- #6707209
Available
Available
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,276,259 | $597,420 |
| Non-Discretionary | $0 | -- |
| Total | $121,276,259 | $597,420 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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