Strickland Davis Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts and estates, overseeing approximately $121 million in client assets. The firm works directly with clients to develop written investment policy statements and delivers ongoing account supervision, reporting and implementation of asset allocations across cash, stocks, mutual funds, ETFs and bonds.
The firm’s investment process emphasizes individualized IPS-driven allocation and long-term investing, with Strickland Davis executing portfolios or leveraging an Advisor Services program through Savant Wealth Management for model- and manager-based solutions and access to institutional-class funds. Retirement-plan work includes both non‑discretionary fiduciary consulting and arrangements where Savant can serve as an ERISA 3(38) discretionary manager; the adviser retains discretion for most retail accounts and conducts at least annual client reviews.
Distinctive features include an affiliation with an accounting practice: the firm’s principal is a CPA and the advisory business shares office space with an affiliated accounting firm that may be recommended to clients, and the principal devotes a substantial portion of time to that accounting practice. The firm also discloses arrangements involving separately managed account structures and the potential use of borrowing in client accounts, a practice that is relatively uncommon among supported peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Certain advisory personnel are licensed insurance agents and may receive commissions for insurance products.
Account minimum: $250,000
Main office
4653 Olde Towne Parkway
Marietta GA 30068
Advisors at this office
3
Most active in
Georgia · Texas
Also doing business as
Investment Management Advisors, LLC · Strickland Davis Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kendyl S
Series 65
Marietta, GA
Strickland Davis Advisors LLC
Kendyl Strickland is a financial advisor with Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation and 22 years of industry experience. He has worked at Investment Advisors Management, LLC since 1998 and is also a principal and CPA at Strickland & Company, P.C., an accounting firm where he devotes significant time during tax season. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm focuses on long-term, strategic asset allocation tailored to each client’s financial situation and partners with Savant Wealth Management for retirement plan services.
Michael S
Series 65
Marietta, GA
Strickland Davis Advisors LLC
Michael Strickland is a financial advisor at Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Strickland Davis Advisors since 2016 and also operates Strickland & Co. since 2010. Outside of his advisory roles, he is involved in a startup technology business as the owner of My Digital Business Card, LLC, and works as an insurance agent with Way of Life Group, LLC. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm emphasizes individualized investment policy statements and long-term investing, using both direct portfolio management and access to institutional-class funds through an Advisor Services program with Savant Wealth Management.
Wayne D
Series 63, Series 66
Marietta, GA
Strickland Davis Advisors LLC
Wayne Davis Jr. is a financial advisor with Strickland Davis Advisors LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Strickland Davis Advisors since 2016. The firm's principal is also a CPA and dedicates significant time to an affiliated accounting practice that shares office space with the advisory business. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm focuses on individualized, IPS-driven asset allocation and long-term investing, offering a range of investment solutions including model- and manager-based portfolios through Savant Wealth Management.
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