POWELL INVESTMENT ADVISORS, LLC

Overview

Powell Investment Advisors, LLC operates as a compact, equity-focused investment manager that combines ETF-driven core exposures with active positions and pooled-vehicle strategies. Registered with the SEC in 2012 and structured as an LLC under individual ownership, the firm provides portfolio management for individuals, small businesses and pooled investment vehicles while also acting as sponsor/GP/managing member for at least one pooled vehicle. Fee arrangements span percentage-of-AUM, fixed fees and performance-based fees, reflecting a mix of traditional advisory and hedge-fund style compensation. Filings show a clear preference for exchange-traded equities as the primary building block of client portfolios. The firm is not an active ESG investor and is not positioned as a multi-state adviser or a capital allocator; instead it focuses on delivering equity exposure and hedge-fund style strategies directly through its own private fund and via allocations to external hedge fund managers.

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Public Holdings

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Location & Offices