NOVAK & POWELL FINANCIAL SERVICES, INC.
CRD #112970 SEC #801-108964 ST. PETERSBURG, FL 727-451-3440
SEC Registered
Total AUM
$333.6M
Discretionary
$333.6M
Employees
8
Clients
0
Accounts
952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $333.6M | $333.6M | $0 | 8 | 0 |
| Mar 2024 | $305.9M | $305.9M | $0 | 8 | 0 |
| Dec 2023 | $256.3M | $256.3M | $0 | 10 | 0 |
| Mar 2023 | $256.3M | $256.3M | $0 | 10 | 0 |
| Dec 2022 | $296.5M | $296.5M | $0 | 9 | 437 |
| Mar 2022 | $296.5M | $296.5M | $0 | 9 | 437 |
| Nov 2021 | $238.6M | $238.6M | $0 | 8 | 250 |
| Oct 2021 | $238.6M | $238.6M | $0 | 7 | 250 |
| Mar 2021 | $238.6M | $238.6M | $0 | 6 | 250 |
| Jan 2021 | $178.8M | $178.8M | $0 | 6 | 250 |
| Jun 2020 | $178.8M | $178.8M | $0 | 6 | 250 |
| May 2020 | $178.8M | $178.8M | $0 | 6 | 250 |
| Mar 2020 | $178.8M | $178.8M | $0 | 5 | 250 |
| Dec 2019 | $154.8M | $154.8M | $0 | 5 | 250 |
| May 2019 | $154.8M | $154.8M | $0 | 5 | 250 |
| Mar 2019 | $154.8M | $154.8M | $0 | 4 | 250 |
| Mar 2018 | $166.1M | $166.1M | $0 | 4 | 247 |
| Sep 2017 | $116.7M | $116.7M | $0 | 4 | 300 |
| Jun 2017 | $116.7M | $116.7M | $0 | 4 | 300 |
| Jan 2017 | $116.7M | $116.7M | $0 | 3 | 300 |
DateMar 2025
Total AUM$333.6M
Discretionary$333.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$305.9M
Discretionary$305.9M
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees9
Clients437
DateMar 2022
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees9
Clients437
DateNov 2021
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees8
Clients250
DateOct 2021
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees7
Clients250
DateMar 2021
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees6
Clients250
DateJan 2021
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees6
Clients250
DateJun 2020
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees6
Clients250
DateMay 2020
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees6
Clients250
DateMar 2020
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees5
Clients250
DateDec 2019
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees5
Clients250
DateMay 2019
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees5
Clients250
DateMar 2019
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients250
DateMar 2018
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees4
Clients247
DateSep 2017
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees4
Clients300
DateJun 2017
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees4
Clients300
DateJan 2017
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees3
Clients300