Strickland Davis Advisors

The firm operates as the wealth-management and trust arm of a Georgia-chartered bank, meaning its advisory services are integrated with deposit-taking, lending, and trust administration. This structure subjects it to oversight by both the SEC and state banking regulators, and it allows the firm to serve as a corporate trustee — a legal capacity pure RIAs lack.

Strickland Davis Advisors primarily serves local individuals, families, and nonprofit organizations in the greater Atlanta metro area. Many relationships originate through the parent bank's private-banking channel, often involving trust and estate planning needs where the firm acts as trustee or executor alongside its investment-management role.

Portfolio decisions are made through the firm's internal trust investment committee, which draws on in-house research and trading resources from the parent bank. The committee sets model allocations and approved security lists that portfolio managers then tailor to each trust or advisory account's tax situation, income requirements, and governing document.

Strickland Davis Advisors concentrates on publicly traded equities and fixed-income instruments. Bank-affiliated trust departments of this profile rarely pursue private-company direct investments due to the liquidity demands and prudent-investor constraints inherent in trust account management.

The firm's Form ADV Part 2 — provided directly to prospective clients — states its minimum account size and fee schedule. Bank-affiliated trust departments in community and regional institutions often set minimums between $250,000 and $1 million for discretionary management, varying by whether the relationship is purely investment advisory or includes trust administration.