# Strickland Davis Advisors LLC

> Strickland Davis Advisors LLC is an SEC-registered investment advisory firm in Marietta, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 126538
- Filed as: STRICKLAND DAVIS ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126538
- AdvisorCensus page: https://advisorcensus.com/firm/strickland-davis-advisors-llc-marietta-ga-126538

## Quick answers

**How is Strickland Davis Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strickland Davis Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strickland Davis Advisors LLC located?**
Strickland Davis Advisors LLC's principal office is in Marietta, GA, according to its Form ADV.

**Is Strickland Davis Advisors LLC registered with the SEC or a state?**
Strickland Davis Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 126538.

**How much does Strickland Davis Advisors LLC manage?**
Strickland Davis Advisors LLC reports $121,276,259 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have Strickland Davis Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Strickland Davis Advisors LLC: Regulatory assets under management: $119,502,652 in the October 2021 data and $121,276,259 in the October 2026 data, up 1%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strickland Davis Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (44).

**Which custodians does Strickland Davis Advisors LLC use?**
Strickland Davis Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Strickland Davis Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126538

**What changed in Strickland Davis Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $121,276,259
- Discretionary: $121,276,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $14,084,406 |
| High net worth individuals | 44 | $105,533,759 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $905,135 |
| Charitable organizations | Fewer than 5 | $752,959 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,502,652 | 3 | September 13, 2021 |
| October 2022 | $121,352,230 | 3 | March 30, 2022 |
| October 2023 | $92,877,674 | 3 | March 27, 2023 |
| October 2024 | $112,192,919 | 3 | March 27, 2024 |
| October 2025 | $118,170,141 | 3 | March 17, 2025 |
| October 2026 | $121,276,259 | 3 | September 17, 2026 |

Regulatory assets under management: $119,502,652 in the October 2021 data and $121,276,259 in the October 2026 data, up 1%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strickland Davis Advisors LLC (CRD 126538): Form ADV filing data as of October 2026.