Firm profile

STRICKLAND DAVIS ADVISORS LLC

MARIETTA, GACRD 126538Latest ADV March 23, 2026

Strickland Davis Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated March 23, 2026, reports $121M in regulatory assets under management, 3 employees, and 203 accounts.

Assets Under Management
$121M
Employees
3
Offices
--
Total Clients
93
Primary office
MARIETTA, GA
4653 OLDE TOWNE PKWY, MARIETTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(770) 977-6892
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOWayne A. Davis

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 52.7% of total clients.
Top client categories% of clientsClients
1
Individuals
52.7%
49
2
HNWI
47.3%
44
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$121Mas of March 23, 2026
Discretionary100.0%
$121M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$121M
Total Accounts203
10Y AUM Change+$2M (+1.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee31:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.