Charles Guyler Powell
Investment adviser representative at Powell Wealth
12 yearsExperience
1 stateRegistered in
$229.2MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Powell WealthNov 2021 to now
- Grant Thornton, LLPJun 2021 to Nov 2021
- Grant Thornton, LLPOct 2019 to May 2021
- Not EmployedJul 2019 to Sep 2019
- Kenan-flagler Business SchoolJun 2018 to Jun 2019
- Fuxing Asset Management Co., Ltd.May 2017 to Aug 2017
- Unc Chapel HillAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Powell Wealth
Legal name: Powell Financial, Inc.
$229.2MAssets managed
108Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7515796
- Firm CRD
- 144230