POWELL INVESTMENT ADVISORS, LLC
CRD #160333 SEC #801-74420 MIAMI, FL 786-470-3480
SEC Registered Private Funds
Total AUM
$586.3M
Discretionary
$586.3M
Employees
2
Clients
0
Accounts
337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $586.3M | $586.3M | $0 | 2 | 1 |
| Feb 2024 | $517.9M | $517.9M | $0 | 2 | 1 |
| Aug 2023 | $475.6M | $475.6M | $0 | 2 | 1 |
| Apr 2023 | $475.6M | $475.6M | $0 | 2 | 1 |
| Feb 2023 | $475.6M | $475.6M | $0 | 2 | 1 |
| Apr 2022 | $456.1M | $456.1M | $0 | 2 | 1 |
| Feb 2022 | $456.1M | $456.1M | $0 | 2 | 1 |
| Jan 2021 | $401.2M | $401.2M | $0 | 2 | 1 |
| Jun 2020 | $325.8M | $325.8M | $0 | 2 | 0 |
| May 2020 | $325.8M | $325.8M | $0 | 2 | 0 |
| Feb 2020 | $325.8M | $325.8M | $0 | 2 | 0 |
| Feb 2020 | $325.8M | $325.8M | $0 | 2 | 0 |
| Jan 2020 | $325.8M | $325.8M | $0 | 2 | 0 |
| Sep 2019 | $304.7M | $277.6M | $27.1M | 2 | 0 |
| Jan 2019 | $304.7M | $277.6M | $27.1M | 2 | 0 |
| Jun 2018 | $289.2M | $264.2M | $25M | 2 | 0 |
| Mar 2018 | $289.2M | $264.2M | $25M | 2 | 0 |
| Jan 2018 | $289.2M | $264.2M | $25M | 2 | 0 |
| Mar 2017 | $198M | $198M | $0 | 2 | 26 |
| Feb 2016 | $159.6M | $159.6M | $0 | 3 | 11 |
| Jan 2015 | $165.5M | $165.5M | $0 | 3 | 1 |
| May 2014 | $161.1M | $161.1M | $0 | 3 | 1 |
| Mar 2014 | $161.1M | $161.1M | $0 | 3 | 1 |
| Feb 2014 | $161.1M | $161.1M | $0 | 3 | 1 |
| May 2013 | $153.6M | $153.6M | $0 | 3 | 1 |
| Apr 2013 | $153.6M | $153.6M | $0 | 3 | 1 |
| Jan 2013 | $153.6M | $153.6M | $0 | 3 | 1 |
| Jan 2013 | $155.2M | $155.2M | $0 | 3 | 1 |
| Jul 2012 | $155.2M | $155.2M | $0 | -- | 1 |
| Jun 2012 | $155.2M | $155.2M | $0 | -- | 1 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees2
Clients1
DateFeb 2024
Total AUM$517.9M
Discretionary$517.9M
Non-Disc.$0
Employees2
Clients1
DateAug 2023
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees2
Clients1
DateApr 2023
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees2
Clients1
DateFeb 2023
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees2
Clients1
DateApr 2022
Total AUM$456.1M
Discretionary$456.1M
Non-Disc.$0
Employees2
Clients1
DateFeb 2022
Total AUM$456.1M
Discretionary$456.1M
Non-Disc.$0
Employees2
Clients1
DateJan 2021
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$304.7M
Discretionary$277.6M
Non-Disc.$27.1M
Employees2
Clients0
DateJan 2019
Total AUM$304.7M
Discretionary$277.6M
Non-Disc.$27.1M
Employees2
Clients0
DateJun 2018
Total AUM$289.2M
Discretionary$264.2M
Non-Disc.$25M
Employees2
Clients0
DateMar 2018
Total AUM$289.2M
Discretionary$264.2M
Non-Disc.$25M
Employees2
Clients0
DateJan 2018
Total AUM$289.2M
Discretionary$264.2M
Non-Disc.$25M
Employees2
Clients0
DateMar 2017
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees3
Clients11
DateJan 2015
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees3
Clients1
DateMay 2014
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees3
Clients1
DateFeb 2014
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees3
Clients1
DateMay 2013
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees3
Clients1
DateApr 2013
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees3
Clients1
DateJan 2013
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees3
Clients1
DateJan 2013
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees3
Clients1
DateJul 2012
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees--
Clients1
DateJun 2012
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0