Powell Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 9, 2026, reports $648M in regulatory assets under management, 2 employees, and 354 accounts.
Assets Under Management
$648M
Employees
2
Offices
--
Total Clients
61
Primary office
MIAMI, FL
3444 MAIN HIGHWAY, SECOND FLOOR, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.7% of total clients.
Top client categories% of clientsClients
1
HNWI
96.7%
59
2
Pooled Investment Vehicles
3.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$648Mas of March 9, 2026
Discretionary100.0%
$648M
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.
Total AUM$648M
Total Accounts354
10Y AUM Change+$450M (+227.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* 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.