Strickland Davis Advisors LLC

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Client assets under management

$119,618,165

Clients

47% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,286,217

About

Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts and estates, overseeing approximately $121 million in client assets. The firm works directly with clients to develop written investment policy statements and delivers ongoing account supervision, reporting and implementation of asset allocations across cash, stocks, mutual funds, ETFs and bonds.

The firm’s investment process emphasizes individualized IPS-driven allocation and long-term investing, with Strickland Davis executing portfolios or leveraging an Advisor Services program through Savant Wealth Management for model- and manager-based solutions and access to institutional-class funds. Retirement-plan work includes both non‑discretionary fiduciary consulting and arrangements where Savant can serve as an ERISA 3(38) discretionary manager; the adviser retains discretion for most retail accounts and conducts at least annual client reviews.

Distinctive features include an affiliation with an accounting practice: the firm’s principal is a CPA and the advisory business shares office space with an affiliated accounting firm that may be recommended to clients, and the principal devotes a substantial portion of time to that accounting practice. The firm also discloses arrangements involving separately managed account structures and the potential use of borrowing in client accounts, a practice that is relatively uncommon among supported peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management

Occupation focus

Retired Founder/Business Owner

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%

Commissions

Certain advisory personnel are licensed insurance agents and may receive commissions for insurance products.

Other

Account minimum: $250,000

Main office location

Strickland Davis Advisors LLC

4653 Olde Towne Pkwy

Marietta GA 30068, United States

Number of offices

Most active in

Georgia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

770-977-6892

Advisors at this firm

Kendyl S

Series 65

Marietta, GA

Strickland Davis Advisors LLC

Kendyl Strickland is a financial advisor with Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation and 22 years of industry experience. He has worked at Investment Advisors Management, LLC since 1998 and is also a principal and CPA at Strickland & Company, P.C., an accounting firm where he devotes significant time during tax season. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm focuses on long-term, strategic asset allocation tailored to each client’s financial situation and partners with Savant Wealth Management for retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Retired Founder/Business Owner

Michael S

Series 65

Marietta, GA

Strickland Davis Advisors LLC

Michael Strickland is a financial advisor at Strickland Davis Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Strickland Davis Advisors since 2016, alongside prior roles including founding Strickland & Co. and working at High Country Healing. Outside of advising, he owns a startup technology business, My Digital Business Card, LLC. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans, serving both individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and a long-term strategic allocation approach, partnering with Savant Wealth Management for retirement plan services and offering access to institutional share classes.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Retired Founder/Business Owner

Wayne D

Series 63, Series 66

Marietta, GA

Strickland Davis Advisors LLC

Wayne Davis is a financial advisor at Strickland Davis Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strickland Davis Advisors since 2016, following five years at Capital Bank and Trust Company. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans, serving both individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and a long-term strategic allocation approach, utilizing a variety of asset classes and partnering with Savant Wealth Management for retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Retired Founder/Business Owner

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