Hubbell Strickland Wealth Management, LLC
Hubbell Strickland Wealth Management, LLC is a Registered Investment Adviser based in New Orleans, Louisiana, founded in 2019. The firm specializes in comprehensive financial planning, portfolio management, and investment advisory services for individuals, high net worth clients, small businesses, pension and profit sharing plans, institutional investors, and charitable organizations. As a fee-only advisory firm, it acts solely in its clients' best interests and avoids commissions from financial products. The firm is owned by Steven J. Hubbell, Carson W. Strickland, and Todd S. Hubbell and employs approximately 3 professionals, serving around 1,100 clients.
Investment Strategy
Hubbell Strickland focuses on a client-first, fee-only model, delivering customized investment solutions aimed at long-term wealth building. Their approach integrates financial planning, asset allocation, risk management, and goal-based portfolio management for both individuals and institutional clients. They tailor strategies to unique client objectives and risk tolerance, providing ongoing advice and actively managing investments to maximize financial security and independence. The firm also serves charitable organizations and endowments, offering specialized advisory services for sustainable, long-term growth.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 30.77% | $74.8M | 346,590 | $121.05 | $215.79 | +$3.6M |
I IVV | ISHARES TR | 10.70% | $26.0M | 38,878 | $340.27 | $669.30 | +$2.6M |
I IJH | ISHARES TR | 6.31% | $15.3M | 235,051 | $39.84 | $65.26 | +$807.5K |
S SDY | SPDR SERIES TRUST | 6.07% | $14.8M | 105,388 | $106.73 | $140.05 | +$118.6K |
V VUG | VANGUARD INDEX FDS | 5.32% | $12.9M | 26,970 | $187.07 | $479.61 | +$1.1M |