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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 10-15-2007
- Office Locations
- 1
Office Locations
About Powell Wealth
Powell Wealth is a fee-only, fiduciary RIA serving clients in the Lake Norman/Charlotte, NC area. The firm delivers integrated wealth advice spanning investment planning and management, retirement and estate planning, business retirement consulting, and tax planning. Portfolios are customized with a disciplined long-term approach and actively monitored using a proprietary method, often implemented with ETFs and mutual funds; Fidelity/NFS is a primary custodian.
Team overview
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Investment Themes
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Owner & Executives
DAVID LEMAL POWELL
Chief Compliance Officer, President
- CRD
- #2510305
- Ownership
- 75% or more
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Charles Guyler Powell
Investment Advisor Representative
- CRD
- #7515796
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,200,273 | $842,648 |
| Non-Discretionary | $0 | -- |
| Total | $229,200,273 | $842,648 |
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Separately Managed Accounts
Total SMA Asset: $229,200,273
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,582,318,377 | 23.6% |
| Equity - Exchange | $522,969,633 | 7.8% |
| Cash | $2,091,878,533 | 31.2% |
| Municipal Bonds | $1,220,262,477 | 18.2% |
| U.S. Government/Agency | $1,287,309,867 | 19.2% |
| Total | $6,704,738,887 | 100.0% |