Powell Investment Advisors, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 160333
- Registered since
- March 21, 2012
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI90.54%
- Pooled Investment Vehicles9.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Powell Investment Advisors, LLC is a privately owned hedge fund-style adviser that provides portfolio management for both individuals/small businesses and pooled investment vehicles. The firm is registered with the SEC, having first registered in 2012, and its ownership is listed as individual. Clients include high-net-worth individuals and family clients as well as institutional investors. Compensation arrangements include asset-based fees, fixed fees, and performance-based fees, and the firm acts as sponsor/GP/managing member for pooled vehicles it manages. Powell does not identify as an active ESG investor and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds19%
- Private Funds17%
- US Government Bonds12%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$239M in ETFs
98%
$234M
2%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $39.4M | 277,206 | 16.50% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3444 Main Hwy
- Time zone
- ET (UTC-5)
- Office locations
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