NOVAK & POWELL FINANCIAL SERVICES, INC.
  • NOVAK & POWELL FINANCIAL SERVICES, INC.
  • A.T. WHITEHEAD
  • GATES INVESTMENTS, INC.
  • GATES FINANCIAL SERVICES, INC.
  • GATES FINANCIAL SERVICES, INC
  • GATES & POWELL FINANCIAL SERVICES, INC.
  • CARR CAPITAL MANAGEMENT

Adviser Profile

As of Date 03/22/2026
Registration SEC, Approved, 01/24/2017
Other registrations (4)
ADV Location ST. PETERSBURG, FL, United States
Contact Info 727 xxxxxxx
Websites
AUM* 359,464,704 17%
of that, discretionary 359,464,704 18%
Number of Employees 7 -13%
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 380,386 30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

359M 308M 257M 205M 154M 103M 51M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary