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Powell Investment Advisors

Powell Investment Advisors is a fund manager in Miami with $401.15M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-74420
FINRA CRD number
160333
AUM ?
$401.15M (as of 26 Jan 21)
Accounts
233 (as of 26 Jan 21)
Employees
2 (2 investment advisory or research)
Address
Powell Investment Advisors
3225 AVIATION AVE, SUITE 502
MIAMI
FL 33133
Phone
786-470-3480
Fund structure AUM Fund type
Powell Investment Advisors, LLC $401.15M
Cef Total Return Opportunity Fund, LP $29.98M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 123 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$19.33M 261.5K 266.85K -2.0
$17.72M 121.85K 122.51K -0.5
$13.02M 81.29K 82.61K -1.6
$11.71M 39.9K 41.42K -3.7
$9.43M 82.17K 79.66K +3.2
$7.08M 90.7K 90.44K +0.3
Vanguard Intl Equity Index F
$6.26M 125.2K 127.72K -2.0
$6.23M 17.37K 17.85K -2.7
$4.99M 128.49K 125.14K +2.7
$4.89M 12.94K 12.21K +6.0
$4.08M 36.05K 34.93K +3.2
$3.94M 35.14K 33.75K +4.1
$2.85M 112.03K 108.3K +3.4
$2.69M 31.55K 29.54K +6.8
$2.07M 11.97K 11.97K 0
$1.73M 16.96K 18.92K -10.3
$1.43M 10.13K 9.84K +2.9
$1.39M 26.04K 26.04K 0
$1.37M 755 755 0
$1.16M 30.96K 10.72K +188.7
$1.04M 8.12K 8.12K 0
$1M 16.78K 16.69K +0.6
$913K 64.46K 64.46K 0
$904K 57.68K 57.07K +1.1
$901K 52.35K 52.32K 0
$895K 2.08K 2.05K +1.2
$853K 11.71K 11.71K 0
$851K 10.84K 10.84K 0
$829K 60.26K 59.69K +0.9
$782K 19.98K 19.79K +1.0
Nuveen Taxable Municpal Inm
$742K 32.23K 32.23K 0
$724K 10.18K 3.88K +162.2
Aberdeen STD Precious Metals
$721K 8.34K 6.28K +32.8
$665K 49.6K 49.04K +1.1
$653K 10.22K 10.22K 0
$642K 5.52K 5.52K 0
$640K 2.27K 2.27K 0
$633K 41.33K 41.33K 0
$622K 7.66K 7.66K 0
$609K 17.25K 17.25K 0
$605K 7.35K 3.7K +98.8
$599K 1.31K 1.31K 0
$583K 10.72K 10.72K 0
$580K 34.53K 34.53K 0
$539K 3.3K 3.3K 0
$518K 8.66K 8.62K +0.5
$513K 4.64K 2.71K +71.2
$490K 2.03K 2.03K 0
$490K 11.39K 11.39K 0
$479K 1.76K 1.76K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings