READ & POWELL FINANCIAL SERVICES, LLC

Overview

Read & Powell Financial Services, LLC is an independent registered investment adviser that combines fee-based portfolio management and financial planning for individuals, families, small businesses and institutional clients. The firm acts as a capital allocator, selecting third‑party managers and using pooled vehicles to implement client strategies rather than concentrating on large direct-stock positions. Its advisory services include financial planning, discretionary portfolio management for both individuals/small businesses and businesses/institutions, and the selection of other advisers. Fee structures include a percentage of assets under management and hourly charges. The firm is not positioned as an ESG or pension consultant and does not identify as a multistate adviser. Read & Powell’s practice emphasizes delegated asset management and manager selection, working with external fund managers for alternative exposures and relying on custodial platforms to execute and hold client assets.

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Public Holdings

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Location & Offices