A complete list of active advisors currently associated with Strickland Davis Advisors LLC

Warmer can help you find a great advisor at Strickland Davis Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Strickland Davis Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.