Powell Investment Advisors

Powell Investment Advisors is an independent, SEC-registered investment advisory firm that works with a small group of families, founders and executives who have complex finances and long time horizons. Its focus is families with roughly $10 to $50 million in net worth, and the firm provides disciplined investment oversight, tax-aware strategy and coordinated planning across generations.

The firm describes a family office approach rather than standardized models or product sales. Each portfolio is built around risk, liquidity, tax effects and generational goals, and the firm can invest across public and private markets. The office is in Miami, Florida.