# Novak & Powell Financial Services

Novak & Powell Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** novakpowell.com

## Regulatory record

- **CRD number:** 112970
- **SEC file number:** 801-108964
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112970

## About

NOVAK & POWELL FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in ST. PETERSBURG, FL, registered since 2017. The firm manages approximately $359 million in regulatory assets. It has 7 employees and 7 investment advisers.

## Questions

### Who runs investment decisions at Novak & Powell?

No named principals or investment professionals are identified in open sources. The firm's leadership is not publicly known.

### What is Novak & Powell's AUM?

The firm does not publicly disclose AUM. No regulatory filings or marketing materials provide this figure.

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Last updated: 2026-07-11T11:11:15.000Z

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