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RIA · CRD 3063State-Registered Investment Adviser

Updated:

E. E. Powell & Company

E. E. Powell & Company Inc. is a state-registered investment adviser in Seven Fields, PA. The firm employs 8 staff members and 6 investment advisers.

Overview

E. E. Powell & Company Inc. is a state-registered investment adviser in Seven Fields, PA. The firm employs 8 staff members and 6 investment advisers. It is headquartered in Seven Fields, PA.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Elizabeth Eveillard

Principal

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What is the underlying source of wealth for the Powell family?

The fortune originates with Charles Edward Powell, who joined Smith Barney in the 1930s and remained a senior partner there for roughly five decades. Smith Barney, founded in 1873, was one of the storied New York wirehouses — the retail and institutional brokerage where Powell built his capital before its eventual merger into what is now Morgan Stanley Wealth Management.

Why is there so little public information about E. E. Powell & Company?

The office predates the era when family offices marketed themselves to talent, co-investors, or the press. It does not file as a registered investment adviser with the SEC, has no website, and its principals do not give interviews about investment activities. This opacity is characteristic of pre-1990s East Coast family offices that view privacy as a structural asset rather than a liability.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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