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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hubbell Strickland Wealth Management LLC
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| CRD # | 301715 |
| SEC # | 801-115250 |
| CIK # | 0001791555 |
| AUM | $540.3 M (2025-03-20) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 504-832-3921 |
| Address | 1100 Poydras Street New Orleans, LA 70163 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 6.6 | ||
| Microsoft Corp | 6.4 | ||
| Exxon Mobil Corp | 2.4 | ||
| McDonalds Corp | 1.7 | ||
| Apple Inc | 1.5 | ||
| Chevron Corp | 1.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Johnson & Johnson | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 102.3 |
| (b) Individuals (high net worth individuals) | 153 | 396.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 36.2 |
| (h) Charitable organizations | 2 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,163 | 540.3 |
| By Discretionary | ||
| Discretionary | 1,153 | 514.9 |
| Non-Discretionary | 10 | 25.5 |
| Total | 1,163 | 540.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.3 | |
| Total | 1,163 | 540.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001791555] |
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|---|---|---|
|
Huber Capital Management LLC
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|
CA | 0.5 |
|
Plan Group Financial Inc
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|
OK | 0.5 |
|
Vista Investment Partners LLC
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OK | 0.5 |
|
Navis Wealth Advisors LLC
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NY | 0.5 |
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GSB Wealth Management LLC
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CT | 0.5 |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
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TX | 0.5 |
|
Wedgewood Partners Inc
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|
MO | 0.5 |
|
Oxler Private Wealth LLC
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|
NY | 0.5 |
|
Chapin Davis Inc
✚
|
MD | 0.5 |
|
Cambridge Financial Group LLC
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|
AZ | 0.5 |