SourcingSourcing

STRICKLAND DAVIS ADVISORS LLC

B61
CRD 126538·SEC 801-120990·MARIETTA, GA
AUM
$121.3M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$364K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRICKLAND DAVIS ADVISORS LLC
CRD
126538
SEC file #
801-120990
EIN
—
DBA names
—

Economics

AUM
$121.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$119.5M → $121.3M▲ +1%
Client mix
Individuals Other49
Individuals High Net Worth44

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
MARIETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STRICKLAND, KENDYL, CLAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STRICKLAND, KENDYL, CLAY
DAVIS, WAYNE, ALBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3032371
Trust Company Affiliate
No

People (3)

3
STRICKLAND, KENDYL, CLAY
IAR · Direct Owner · 87.5%
3032371
DAVIS, WAYNE, ALBERT
IAR · Executive Officer · 2.5%
4071044
Michael Fitzgerald Strickland
IAR
6707209