CRD: 160333
Powell Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Peak crest
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
About Powell Investment Advisors, LLC
Powell Investment Advisors is an independent SEC-registered RIA providing comprehensive wealth management, financial planning, and customized portfolio management for business owners, families, and trusts. The firm emphasizes research-driven screening and risk-profiled asset allocation, using an open-architecture approach with no proprietary product obligations. Portfolios commonly utilize ETFs alongside public funds and fixed income; clients can opt into a daily post-close market commentary email.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD JORDAN GROSS
Chief Financial Officer, PORTFOLIO MANAGER
- CRD
- #5105277
- Ownership
- 25% but less than 50%
EARL WAYNE POWELL
Investment Advisor, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Signal vector
Eagle quantum
- CRD
- #65789
- Ownership
- 49.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $647,979,315 | $1,830,450 |
| Non-Discretionary | $0 | -- |
| Total | $647,979,315 | $1,830,450 |
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Separately Managed Accounts
Total SMA Asset: $586,701,908
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,963,279,430 | 22.5% |
| Public Funds | $1,064,533,736 | 12.2% |
| Private Funds | $1,972,005,117 | 22.6% |
| U.S. Government/Agency | $497,364,122 | 5.7% |
| Municipal Bonds | $1,762,588,644 | 20.2% |
| Other | $1,465,915,308 | 16.8% |
| Total | $8,725,686,357 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT FUSION VECTOR | SUMMIT VECTOR | QGSWY6TIK | CZMU | 4.52% | $21,560,934 |
| PIONEER MOMENTUM NORTH | UNISON ALPHA | H09A5EV1O | CAYZD | 4.09% | $21,751,899 |
| PATHWAY ZENITH | PIONEER BEACON | QJ8E8G35H | HKEL | 0.89% | $107,566,662 |
| EAGLE FOUNDATION EAGLE | ZENITH SIGNAL | L55VZNSGK | BHY | 10.27% | $6,247,912 |
| ALPHA CAPITAL PIONEER | PEAK WAVE | EHDK88XGY | YQO | 1.29% | $17,292,804 |
| VERTEX PATHWAY | ATLAS ELEMENT | O33AYXF38 | RSTBD | 3.25% | $48,160,623 |
| BRIDGE VITAL ZENITH | FUSION MATRIX | WV0KLWO9O | BHU | 7.57% | $95,515,569 |
| SUMMIT UNISON | BEACON OAK | OERFQW7PU | FBMK | 4.41% | $66,964,176 |