Powelljohnson, Inc. (Nashville)

Name: Powelljohnson, Inc.
Address: 3322 West End Avenue, Nashville, TN, 37203
Telephone: 615-277-7000

Powelljohnson, Inc. is an adviser based in Nashville. It manages $21.71 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2002.

Powelljohnson provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Powelljohnson: assets under management

The assets under management (AUM) of Powelljohnson, Inc. is $21.71 million. The firm's AUM has grown by 781% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.64 million in discretionary accounts and $12.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Powelljohnson, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Powelljohnson, Inc.

Jeffrey Eldon Powell has been acting as President since 1 Aug 2002. Kizzie Dene Shipp joined the executive team most recently as the Managing Director Of Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc J.E. Powell	Shareholder	1 Aug 2002	75% - 100%	33-1014988
Jeffrey Eldon Powell	Secretary/chairman/ceo/designated principal	1 Aug 2002	Other	723074
David Bruce Johnson	President/chairman/coo/registered principal	1 Aug 2002	Other	2078322
Jacque Andrew Iv Labelle	Director of compliance/muni principal/crop/registered principal	1 Aug 2002	Other	2094209
Rodney Brower	Executive vp/cfo/finop	1 Aug 2002	Other	xxx-xx-xxxx
Rodney Cecil Brower	Executive vp/cfo/finop	1 Aug 2002	Other	4585001
David Joseph Wuller	Rop/srop	1 Dec 2002	Other	2679277
Sarah Jane Sherck	Chief compliance officer/muni principal/crop/registered principal	1 Feb 2003	Other	2602716
Charles John Iii Obryant	Managing director	1 May 2003	Other	870530
Putnam Lovell Equity Partners Lp	Minority owner	1 Jul 2003	Other	95-4802253
Lp Lovell Minnick Equity Partners	Minority owner	1 Jul 2003	Other	95-4802253
Kizzie Dene Shipp	Managing director of operations	1 Jan 2004	Other	872825

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Danny Allan Kang	General prtn. of minority shareholder	1 Jul 2003	Other	xxx-xx-xxxx
James Edward Minnick	General prtn. of minority shareholder	1 Jul 2003	Other	xxx-xx-xxxx

Based in Nashville

The principal office where Powelljohnson, Inc. performs its advisory services is located at 3322 West End Avenue, Nashville, TN 37203, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-277-7000 or by fax 615-277-8870. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.powelljohnson.com.