# Hubbell Strickland Wealth Management Hubbell Strickland Wealth Management is a Bank / Wealth / Trust based in New Orleans, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** New Orleans, United States - **Region:** North America - **Address:** New Orleans, LA, United States - **Founded:** 2019 - **Assets under management:** Undisclosed - **Website:** hubbellstrickland.com - **LinkedIn:** https://www.linkedin.com/company/hubbell-strickland-wealth-management-llc ## Regulatory record - **CRD number:** 301715 - **SEC file number:** 801-115250 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301715 ## About 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. 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. ## Questions ### Is Hubbell Strickland structured as an RIA or a broker-dealer? The firm operates as a Registered Investment Advisor and maintains a fiduciary duty to its advisory clients. This structure means it is compensated through fees rather than product commissions, which eliminates the transactional conflicts common at broker-dealers or dual-registrant firms in the Gulf South wealth-management market. ### Who founded Hubbell Strickland and what is their background? Andrew D. Hubbell and John F. Strickland III are the named principals, with the firm's Form ADV listing both as key persons for investment and management functions. Both departed a regional brokerage to form the independent RIA in 2019, though detailed professional histories beyond the ADV disclosures remain thin in the public record. ### What is the firm's succession plan given the founders' role in the brand? No public succession plan or junior partner pipeline has been disclosed. The firm's regulatory filings do not describe an independent board, outside equity owners, or a next-generation leadership tier, which means continuity risk is concentrated entirely in Andrew Hubbell and John Strickland as of the latest available ADV update. ## Related profiles - [Hubbell Inc.](https://altss.com/profile/hubbell-inc) - [Hubei Communications Investment Group](https://altss.com/profile/hubei-communications-investment-group) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/hubbell-strickland-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology