Strickland Davis Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Strickland Davis Advisors reports 93 clients. They include 49 individual clients and 44 high-net-worth individuals. Of its assets, 100.0% ($121M across 203 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 12% |
| High-net-worth individuals | 47% | 87% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 49 | $14.1M | 11.6% | $287K |
| High-net-worth individuals | 44 | $106M | 87.0% | $2.4M |
| Pension and profit-sharing plans | Fewer than 5 | $905K | 0.7% | — |
| Charitable organizations | Fewer than 5 | $753K | 0.6% | — |
| Total | 93 | $121M | 100% | — |
- Clients
- 49
- Regulatory AUM
- $14.1M
- AUM share
- 11.6%
- Avg. per client
- $287K
- Clients
- 44
- Regulatory AUM
- $106M
- AUM share
- 87.0%
- Avg. per client
- $2.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $905K
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $753K
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 93
- Regulatory AUM
- $121M
- 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
- 0
Strickland Davis Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Kendyl Strickland owns 50% to 75% of Strickland Davis Advisors. The leadership team of Strickland Davis Advisors includes Chief Compliance Officer Wayne Davis. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Strickland Davis Advisors LLC
Kendyl Strickland
Control person · since January 1998
- Owns 25% to 50% of Strickland Davis Advisors LLC
Wayne Davis
Control person · since January 2018
Strickland Davis Advisors’ regulatory assets went from $120M (March 2021) to $121M (September 2026); clients rose from 69 to 93 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $121M | 93 | 3 | 1 |
| Mar 2025March 2025 | $118M | 80 | 3 | 1 |
| Mar 2024March 2024 | $112M | 132 | 3 | 1 |
| Mar 2023March 2023 | $92.9M | 71 | 3 | 1 |
| Mar 2022March 2022 | $121M | 69 | 3 | 1 |
| Mar 2021March 2021 | $120M | 69 | 3 | 1 |
Besides its headquarters, Strickland Davis Advisors has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 4653 Olde Towne Pkwy, MariettaHQ
Contact and registration details
- Legal name
- Strickland Davis Advisors LLC
- Headquarters
- 4653 Olde Towne Pkwy, Marietta, GA 30068
- Website
- Not reported
- Phone
- 770-977-6892
- SEC file
- 801-120990
- Structure
- Georgia LLC
- Fiscal year end
- December
Strickland Davis Advisors’ named custodian for separately managed accounts is Charles Schwab ($121M). Strickland Davis Advisors has custody of $28.3M for 26 clients.
- Charles SchwabCharles Schwab · Westlake, TX · $121M100%
At year end, Strickland Davis Advisors’ separately managed accounts were mostly in funds (68%) and bonds (18%).
What the accounts hold
- Stocks5%
- Funds68%
- Bonds18%
- U.S. government and agency bonds13%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash9%
How many clients does Strickland Davis Advisors have?
Strickland Davis Advisors has 93 clients and manages $121 million for them, as of September 2026. They include 49 individual clients and 44 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Strickland Davis Advisors offer?
Strickland Davis Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Strickland Davis Advisors use?
Strickland Davis Advisors’ separately managed account assets are held at Charles Schwab (Westlake, TX), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Strickland Davis Advisors have?
Strickland Davis Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 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 Strickland Davis Advisors invest in?
At the end of its last fiscal year, Strickland Davis Advisors’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 13% U.S. government and agency bonds, 9% cash and equivalents, 5% exchange-traded equities, 4% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strickland Davis Advisors?
Strickland Davis Advisors’ direct owners are Kendyl Strickland (50% to 75%) and Wayne Davis (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Strickland Davis Advisors get paid?
Strickland Davis Advisors is paid through a percentage of assets under management. 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
How do I contact Strickland Davis Advisors?
Strickland Davis Advisors’ main office is at 4653 Olde Towne Pkwy, Marietta, GA 30068. Its phone number is 770-977-6892.