Powell Investment Advisors, LLC
SEC RegisteredProtecting and Compounding Wealth Across Generations
About the firm
Powell Investment Advisors is an independent, SEC-registered advisory firm serving a select group of families, founders, and executives with meaningful complexity and long-term capital horizons. Established in 2010 following the financial crisis, the firm was built on family office principles: disciplined capital allocation, alignment of interests, and direct access to decision makers. The firm specializes in guiding families with $10–50 million in net worth who require disciplined investment oversight, tax-aware strategy, and coordinated planning across generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management and investment services including institutional-level portfolio construction and oversight, access to private and alternative investments, direct partner communication, consolidated transparent reporting, and ongoing market perspective and disciplined commentary.
Who they serve
Families, founders, and executives with meaningful complexity and long-term capital horizons, specifically families with $10–50 million in net worth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 59 | $587M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $61M |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Powell Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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