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| Powell Investment Advisors LLC
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|---|---|
| CRD # | 160333 |
| SEC # | 801-74420 |
| CIK # | 0001802195 |
| AUM | 648.0 M (2026-03-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 786-470-3480 |
| Address | 3444 Main Highway Miami, FL 33133 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.9 | ||
| Nvidia Corp | 6.3 | ||
| Goldman Sachs Group Inc | 5.6 | ||
| Tesla Motors Inc | 5.0 | ||
| Apple Inc | 3.6 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Microsoft Corp | 2.2 | ||
| iShares Bitcoin Trust | 2.0 | ||
| Southern Copper Corp/ | 1.7 | ||
| Alphabet Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | CEF Total Return Opportunity Fund LP | [2012-02-24] | 14.0 M | 28.1 M |
| Filed 2023-12-29 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 59 | 586.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 61.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 648.0 |
| By Discretionary | ||
| Discretionary | 354 | 648.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 648.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 643.3 | |
| Total | 354 | 648.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Todd Gross | Executive Officer | 8 | 2 | |
| Jesse Wachs | Executive Officer | 7 | 2 | |
| Earl Powell | Executive Officer | 2 | 2 | |
| Toss Gross | Executive Officer | 1 | 1 | |
| Cef Total Return GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802195] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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