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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hubbell Strickland Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hubbell Strickland Wealth Management charge?","answer":"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.","source":"HUBBELL STRICKLAND ADV 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hubbell Strickland Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hubbell Strickland Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hubbell Strickland Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hubbell Strickland Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hubbell Strickland Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hubbell Strickland Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hubbell Strickland Wealth Management?","answer":"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. 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SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}