Powell Investment Advisors

Asset Manager SEC-registered adviser

Legal name: Powell Investment Advisors, LLC

Miami, FL Website

AUM

$648.0M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$28.1M
Gross asset value

Employees

2

Last Form D raise

Dec 2023
Most recent fund filing

From SEC Form ADV filing (filed Mar 9, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

E
Earl Powell
Managing Member
Source: SEC Form ADV
J
Jesse Wachs
Chief Investment Officer & Chief Compliance Officer
Source: SEC Form ADV
T
Todd Gross
Portfolio Manager & CFO
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cef Total Return Opportunity Fund, LPHedge Fund$28.1M$14.0M32Dec 2023Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
160333
SEC file number
801-74420
CIK
1802195

Sources