ST. PETERSBURG, FLCRD 112970Latest ADV March 22, 2026
Novak & Powell Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Petersburg, FL.
Assets Under Management
$359M
Employees
7
Offices
4 offices
Total Clients
426
Primary office
ST. PETERSBURG, FL
146 SECOND ST N, SUITE 310, ST. PETERSBURG, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
426
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$359Mas of March 22, 2026
Discretionary100.0%
$359M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$359M
Total Accounts945
10Y AUM Change+$243M (+208.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee61:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.