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Managing Member · Powell Investment Advisors, LLC

Earl W. Powell

CRD 1350954 · Named on Form ADV at one SEC-registered adviser

At a glance

Powell Investment Advisors, LLC, an SEC-registered wealth manager based in Miami, FL with $648 million in regulatory assets, lists Earl W. Powell on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Earl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jesse A. WachsChief Investment Officer & Chief Compliance Officer, Powell Investment Advisors, LLC
  • Todd J. GrossPortfolio Manager & CFO, Powell Investment Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Earl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.