READ & POWELL FINANCIAL SERVICES, LLC
SEC RegisteredAbout the firm
Read & Powell, LLP is an accounting and financial services firm offering professional accounting, tax, and financial advisory services. The firm also operates Read & Powell Financial Services, LLC, which provides financial services. They pride themselves on being proactive and responsive to their clients' inquiries and suggestions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Accounting services and financial services, including tax-related resources and guidance, provided through Read & Powell, LLP and its affiliate Read & Powell Financial Services, LLC.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 473 | $58M |
| High Net Worth Individuals | 56 | $95M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 17, 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. READ & POWELL FINANCIAL SERVICES, 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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