Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management was founded in New Orleans in 2019 by principals whose surnames form the firm's shingle. The shop emerged from a regional brokerage environment, bringing a fiduciary, fee-only RIA structure to a market where captives and insurance platforms still command significant wallet share. The founding thesis hangs on serving concentrated cohorts — practicing attorneys, medical partners, closely held business operators and the trusts that administer their wealth — with strategies built in-house rather than supplied by a home office. The firm advises across a conventional multi-asset-class toolkit: US large-cap equity, fixed-income allocations, municipal bond ladders for tax-sensitive Louisiana residents, and pooled alternative vehicles where suitable. It constructs portfolios on a discretionary basis and integrates financial planning — cash-flow modeling, estate-coordination referrals, and insurance audits — without selling commissioned products. While it does not publish a portfolio-company roster, its ADV filings disclose access to direct-sourced fixed-income securities and third-party alternative funds, suggesting a hybrid advisory-and-OCIO posture for endowments and charitable accounts. Geographic concentration remains the Gulf South, with clients radiating from the New Orleans metro toward Baton Rouge and the Mississippi coast. The firm's Form ADV, filed as a Louisiana RIA, confirms its tight footprint: a single office and a headcount small enough to qualify for limited regulatory exemptions. No public AUM figure exists, and the ownership structure remains closely held by its founding principals. Hubbell Strickland has not announced outside institutional mandates, spin-out vehicles, or philanthropic foundation relationships, which keeps its scale opaque. In 2023, the firm updated its ADV to reflect continued operation under standard SEC custody rules, signaling no material structural change since inception. The thing that distinguishes Hubbell Strickland is what it deliberately rejects: it is not a multi-family office chasing nationwide technology roll-ups, nor a broker-dealer routing orders for 12b-1 fees. It is a single-location RIA whose value proposition — accessible principals, tax-aware muni strategies and no product-conflict entanglements — competes against much larger bank-trust departments head-to-head in a metropolitan area where relationship banking still dominates. Succession risk remains the open question, because the firm's brand equity is inseparable from its two named founders.