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Powell Investment Advisors, LLC

● SEC registered since 2012CRD 160333SEC# 801-74420Miami, FL
Export (members)
Ranks #3,363 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$586.3M
Fund GAV
$24.7M
Private funds
1
Employees
2
Accounts
337
Location
Miami, FL

Powell Investment Advisors, LLC assets under management

Powell Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2012. It reports $586.3 million in regulatory assets under management and employs 2 people. Powell Investment Advisors, LLC manages 1 private fund with combined gross assets of $24.7 million, including Cef Total Return Opportunity Fund, LP. By regulatory assets, it ranks 3,363 of 5,911 private fund managers.

Powell Investment Advisors, LLC private funds

1 funds · $24.7M GAV
FundTypeGross assetsMin.
Cef Total Return Opportunity Fund, LPHedge$24.7M$500K

Powell Investment Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Earl Wayne Powell ControlManaging Member25-50%2008
Jesse Aaron Wachs ControlChief Investment Officer & Chief Compliance Officer25-50%2008
Todd Jordan Gross ControlPortfolio Manager & Cfo25-50%2014

Frequently asked questions

How much does Powell Investment Advisors, LLC manage?

Powell Investment Advisors, LLC reports $586.3 million in regulatory assets under management on its Form ADV.

How many private funds does Powell Investment Advisors, LLC manage?

Powell Investment Advisors, LLC manages 1 private funds with combined gross assets of $24.7 million.

How many employees does Powell Investment Advisors, LLC have?

Powell Investment Advisors, LLC reports 2 employees.

Where is Powell Investment Advisors, LLC located?

Powell Investment Advisors, LLC is based in Miami, FL and has been SEC-registered since 2012.

Does Powell Investment Advisors, LLC disclose fund performance?

Powell Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3444 Main Highway, Second Floor, Miami, FL 33133
Phone786-470-3480
Fax305-858-1636
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1802195
Discloses disciplinary historyNo

Assets under management

Discretionary$586.3M
Non-discretionary$0
Total (RAUM)$586.3M

Service providers