← Back to searchVisit website
POWELL INVESTMENT ADVISORS, LLC
CRD 160333 · SEC 801-74420
3444 MAIN HIGHWAY, SECOND FLOOR, MIAMI, FL, 33133, United States
Phone
786-470-3480
Fax
305-858-1636
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$648.0M
Discretionary AUM
$648.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $586.7M |
| Pooled investment vehicles | 2 | $61.3M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD