Powell Investment Advisors, LLC
● SEC registered since 2012CRD 160333SEC# 801-74420Miami, FL
Ranks #3,540 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$648M
Fund GAV
$28.1M
Private funds
1
Employees
2
Accounts
354
Location
Miami, FL
Powell Investment Advisors, LLC assets under management
Powell Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2012. It reports $648 million in regulatory assets under management and employs 2 people. Powell Investment Advisors, LLC manages 1 private fund with combined gross assets of $28.1 million, including Cef Total Return Opportunity Fund, LP. By regulatory assets, it ranks 3,540 of 6,004 private fund managers.
Powell Investment Advisors, LLC private funds
1 funds · $28.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cef Total Return Opportunity Fund, LP | Hedge | $28.1M | $500K |
Powell Investment Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Earl Wayne Powell Control | Managing Member | 25-50% | 2008 |
| Jesse Aaron Wachs Control | Chief Investment Officer & Chief Compliance Officer | 25-50% | 2008 |
| Todd Jordan Gross Control | Portfolio Manager & Cfo | 25-50% | 2014 |
Frequently asked questions
How much does Powell Investment Advisors, LLC manage?
Powell Investment Advisors, LLC reports $648 million in regulatory assets under management on its Form ADV.
How many private funds does Powell Investment Advisors, LLC manage?
Powell Investment Advisors, LLC manages 1 private funds with combined gross assets of $28.1 million.
How many employees does Powell Investment Advisors, LLC have?
Powell Investment Advisors, LLC reports 2 employees.
Where is Powell Investment Advisors, LLC located?
Powell Investment Advisors, LLC is based in Miami, FL and has been SEC-registered since 2012.
Does Powell Investment Advisors, LLC disclose fund performance?
Powell Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3444 Main Highway, Second Floor, Miami, FL 33133 |
| Phone | 786-470-3480 |
| Fax | 305-858-1636 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1802195 |
| Discloses disciplinary history | No |
Regulatory AUM
$648M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$648Mregulatory AUM
Discretionary $648M
Service providers
Auditor
Prime broker
Custodian
Administrator