Hubbell Strickland Wealth Management, Llc
- Regulatory AUM
- $618M
- Discretionary
- $574M
- Clients
- 505
- Avg AUM / client
- $1.2M
- Accounts
- 1,236
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 286 | $111M | 18.0% |
| High net worth individuals | 158 | $445M | 72.1% |
| Pension and profit sharing plans | 46 | $56.9M | 9.21% |
| Charitable organizations | 2 | $1.7M | 0.28% |
| Corporations and other businesses | 13 | $2.5M | 0.41% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carson Wayne Strickland | Sole Member | CFP | Apr 2019 (7y) | ≈ 7.5% – 25% via Strickland Capital Management, Llc |
| Steven John Hubbell | Managing Member | CFP | Apr 2019 (7y) | ≈ 37.5% – 75% via Hubbell Capital Management, Llc |
| Todd Steven Hubbell | Sole Member | CFP | Apr 2019 (7y) | ≈ 7.5% – 25% via Tsh Capital Management, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hubbell Capital Management, Llc | Owner | Apr 2019 | A | 50% – 75% |
| Tsh Capital Management, Llc | Owner | Apr 2019 | A | 10% – 25% |
| Strickland Capital Management, Llc | Owner | Apr 2019 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carson Wayne Strickland: 75% – 100% of Strickland Capital Management, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Steven John Hubbell: 75% – 100% of Hubbell Capital Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Todd Steven Hubbell: 75% – 100% of Tsh Capital Management, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $514M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗