Novak & Powell Financial Services, Inc.
● SEC registered since 2017CRD 112970SEC# 801-108964St. Petersburg, FL
Reg. AUM
$359.5M
Employees
7
Accounts
945
Location
St. Petersburg, FL
Novak & Powell Financial Services, Inc. assets under management
Novak & Powell Financial Services, Inc. operates as an SEC-registered investment adviser based in St. Petersburg, FL. The firm has been registered since 2017. It reports $359.5 million in regulatory assets under management and employs 7 people.
Novak & Powell Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Novak Control | Principal, Chief Compliance Officer | 50-75% | 2013 |
| Joshua D Powell Control | Principal | 50-75% | 2013 |
Frequently asked questions
How much does Novak & Powell Financial Services, Inc. manage?
Novak & Powell Financial Services, Inc. reports $359.5 million in regulatory assets under management on its Form ADV.
How many employees does Novak & Powell Financial Services, Inc. have?
Novak & Powell Financial Services, Inc. reports 7 employees.
Where is Novak & Powell Financial Services, Inc. located?
Novak & Powell Financial Services, Inc. is based in St. Petersburg, FL and has been SEC-registered since 2017.
Does Novak & Powell Financial Services, Inc. disclose fund performance?
Novak & Powell Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 146 Second St N, Suite 310, St. Petersburg, FL 33701 |
| Phone | 727-451-3440 |
| Fax | 866-232-7698 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$359.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$359.5Mregulatory AUM
Discretionary $359.5M