A complete list of active advisors currently associated with Powell Investment Advisors, LLC

Warmer can help you find a great advisor at Powell Investment Advisors, LLC or one who fits your needs even better.

Powell Investment Advisors, LLC provides fee‑only, discretionary portfolio management primarily to high‑net‑worth individuals and to qualified investors in pooled vehicles. Its services include individualized investment management across equities, fixed income, mutual funds, ETFs and alternative strategies, and the firm also sponsors and manages private pooled investment vehicles. The firm builds asset allocation plans after client intake questionnaires and risk‑tolerance assessment, applying a combination of fundamental, technical and cyclical analysis and elements of modern portfolio theory to guide discretionary trading. Powell may recommend or use alternative strategies — including leveraged index funds, derivatives, hedge funds and other private offerings — and incorporates tax considerations into portfolio construction and ongoing management. Noteworthy for a team firm, Powell acts as the investment manager and sponsor for private pooled vehicles (including a closed‑end fund partnership and a series LLC structure) and accepts performance‑based compensation for those pooled investments, arrangements the brochure says are addressed through disclosure and specific custody and audit safeguards. The firm also manages a relatively large asset base for a small advisory team and does not focus on lower‑balance individual clients, signaling a concentration on larger or qualified investors.

To learn more about the advisors currently working at Powell Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.