Hubbell Strickland Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Hubbell Strickland Wealth Management reports 505 clients. They include 286 individual clients, 158 high-net-worth individuals, and 46 pension and profit-sharing plans. Of its assets, 92.8% ($574M across 1,227 accounts) are managed with discretion; $44.2M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 18% |
| High-net-worth individuals | 31% | 72% |
| Pension and profit-sharing plans | 9% | 9% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 286 | $111M | 18.0% | $389K |
| High-net-worth individuals | 158 | $445M | 72.1% | $2.82M |
| Pension and profit-sharing plans | 46 | $56.9M | 9.2% | $1.24M |
| Charitable organizations | Fewer than 5 | $1.72M | 0.3% | $859K |
| Corporations and other businesses | 13 | $2.55M | 0.4% | $196K |
| Total | 505 | $618M | 100% | — |
- Clients
- 286
- Regulatory AUM
- $111M
- AUM share
- 18.0%
- Avg. per client
- $389K
- Clients
- 158
- Regulatory AUM
- $445M
- AUM share
- 72.1%
- Avg. per client
- $2.82M
- Clients
- 46
- Regulatory AUM
- $56.9M
- AUM share
- 9.2%
- Avg. per client
- $1.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.72M
- AUM share
- 0.3%
- Avg. per client
- $859K
- Clients
- 13
- Regulatory AUM
- $2.55M
- AUM share
- 0.4%
- Avg. per client
- $196K
Total
- Clients
- 505
- Regulatory AUM
- $618M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Hubbell Strickland Wealth Management charges 0.75%–1.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee, generally $1,000 to $25,000.
Hubbell Capital Management, LLC owns 50% to 75% of Hubbell Strickland Wealth Management and is in turn owned by Steven Hubbell (75% or more). The leadership team of Hubbell Strickland Wealth Management includes Chief Compliance Officer Carson Strickland. It has 3 employees.
Leadership
Carson StricklandChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 50% to 75% of Hubbell Strickland Wealth Management, LLC
Hubbell Capital Management, LLC
Control person · since April 2019
- Owns 75% or more of Hubbell Capital Management, LLC
Steven Hubbell
Control person · since April 2019
- Owns 10% to 25% of Hubbell Strickland Wealth Management, LLC
TSH Capital Management, LLC
since April 2019
- Owns 75% or more of TSH Capital Management, LLC
Todd Hubbell
Control person · since April 2019
- Owns 10% to 25% of Hubbell Strickland Wealth Management, LLC
Strickland Capital Management, LLC
since April 2019
- Owns 75% or more of Strickland Capital Management, LLC
Carson Strickland
Control person · since April 2019
Hubbell Strickland Wealth Management’s regulatory assets grew from $435M (March 2021) to $618M (March 2026); clients rose from 405 to 505 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $618M | 505 | 3 | 1 |
| March 2025 | $540M | 488 | 3 | 1 |
| March 2024 | $504M | 473 | 3 | 1 |
| March 2023 | $442M | 432 | 3 | 1 |
| March 2022 | $497M | 427 | 3 | 1 |
| March 2021 | $435M | 405 | 3 | 1 |
Besides its headquarters, Hubbell Strickland Wealth Management has 0 offices, with 1 listed address in Louisiana.
Louisiana · 1 listed address
- 1100 Poydras Street, Suite 2010, New OrleansHQ
Contact and registration details
- Legal name
- Hubbell Strickland Wealth Management, LLC
- Headquarters
- 1100 Poydras Street, Suite 2010, New Orleans, LA 70163
- Website
- hubbellstrickland.com
- Phone
- 504-832-3921
- SEC file
- 801-115250
- Founded
- 2019
- Structure
- Louisiana LLC
- Fiscal year end
- December
Hubbell Strickland Wealth Management uses Fidelity ($514M) as custodian for its separately managed accounts. Hubbell Strickland Wealth Management has custody of $248M in client assets for 345 clients.
- FidelityNational Financial Services LLC · Boston, MA · $514M100%
At year end, Hubbell Strickland Wealth Management’s separately managed accounts were largely in stocks (46%) and funds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $277M across 87 positions; the largest are Vanguard Specialized Funds (28.9%), iShares TR (11.0%) and iShares TR (6.8%).
What the accounts hold
- Stocks46%
- Funds42%
- Bonds7%
- Investment grade corporate bonds6%
- State and local bonds1%
- Cash5%
Reported 13F holdings
- $277M
- Reported 13F value
- 87
- Positions
- 72.0%
- In the 10 largest
- +10.4%
- Value vs. prior quarter
- Vanguard Specialized Funds · Div App ETF28.9%
- iShares TR · Core S&P500 ETF11.0%
- iShares TR · Core S&P Mcp ETF6.8%
- SPDR Series Trust · ST Str SP Div5.8%
- Vanguard Index Fds · Growth ETF5.2%
- iShares TR · Core Div Grwth3.3%
- iShares TR · Core MSCI Eafe3.1%
- iShares TR · Core MSCI Total2.8%
- Sprott Asset Management LP · Physical Gold TR2.8%
- Fidelity Comwlth TR · Nasdaq Compsit2.3%
Together, the ten largest are 72.0% of reported value.
How many clients does Hubbell Strickland Wealth Management have?
Hubbell Strickland Wealth Management has 505 clients and manages $618 million for them, as of March 2026. They include 286 individual clients, 158 high-net-worth individuals, and 46 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Hubbell Strickland Wealth Management offer?
Hubbell Strickland Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hubbell Strickland Wealth Management charge?
Hubbell Strickland Wealth Management charges 0.75%–1.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Hubbell Strickland Wealth Management use?
Hubbell Strickland Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $514M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Hubbell Strickland Wealth Management have?
Hubbell Strickland Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hubbell Strickland Wealth Management invest in?
At the end of its last fiscal year, Hubbell Strickland Wealth Management’s separately managed accounts held 46% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 5% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hubbell Strickland Wealth Management?
Hubbell Strickland Wealth Management is owned through holding companies by Todd Hubbell, Carson Strickland and Steven Hubbell. Its direct owners are TSH Capital Management, LLC (10% to 25%), Strickland Capital Management, LLC (10% to 25%) and Hubbell Capital Management, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Hubbell Strickland Wealth Management get paid?
Hubbell Strickland Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hubbell Strickland Wealth Management registered with the SEC?
Yes, Hubbell Strickland Wealth Management has been registered with the SEC as an investment adviser since 10 May 2019. Its CRD number is 301715 and its SEC file number is 801-115250.
Source: Form ADV Part 1A, Item 1, filed 19 March 2026; IAPD firm record
How do I contact Hubbell Strickland Wealth Management?
Hubbell Strickland Wealth Management’s main office is at 1100 Poydras Street, Suite 2010, New Orleans, LA 70163. Its phone number is 504-832-3921. Its website is hubbellstrickland.com.