{"url":"https://nivawealth.com/firms/novak-and-powell-financial-services-112970","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112970","regulatoryAum":359464704,"crd":"112970","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2218799","suffix":null,"lastName":"CARR","firstName":"TERRY","middleName":"RAY"},{"crd":"1790408","suffix":"III","lastName":"CORNELL","firstName":"SAMUEL","middleName":"DOUGLAS"},{"crd":"704757","suffix":null,"lastName":"DUCATTE","firstName":"GREGG","middleName":"STEPHEN"},{"crd":"2786614","suffix":null,"lastName":"GIESLER","firstName":"ERIC","middleName":"QUINTEN"},{"crd":"224200","suffix":null,"lastName":"GOLDFARB","firstName":"ALAN","middleName":"KEITH"},{"crd":"2811131","suffix":null,"lastName":"NOVAK","firstName":"DAVID","middleName":"WILLIAM"},{"crd":"4225150","suffix":null,"lastName":"POWELL","firstName":"JOSHUA","middleName":"D"},{"crd":"1030646","suffix":null,"lastName":"SHEFFIELD","firstName":"BELINDA","middleName":"JEAN"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":238557949,"clients":265,"employees":6,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":296486479,"clients":437,"employees":9,"offices":4},{"filedOn":"2023-03-29","regulatoryAum":256267569,"clients":459,"employees":10,"offices":4},{"filedOn":"2024-03-28","regulatoryAum":305936638,"clients":436,"employees":8,"offices":5},{"filedOn":"2025-03-28","regulatoryAum":333645585,"clients":442,"employees":8,"offices":5},{"filedOn":"2026-03-22","regulatoryAum":359464704,"clients":426,"employees":7,"offices":5}],"secFileNumber":"801-108964","legalName":"Novak & Powell Financial Services, Inc.","displayName":"Novak & Powell Financial Services","slug":"novak-and-powell-financial-services-112970","website":"https://novakpowell.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/112970/f8287f1616f19f2f-r1.webp","tone":"light","width":1081,"height":200,"sourceUrl":"https://www.novakpowell.com/","sourceLabel":"Novak & Powell Financial Services, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"146 Second St N, Suite 310","city":"St. Petersburg","state":"FL","stateName":"Florida","country":"United States","postalCode":"33701"},"tradeNames":["Carr Capital Management","Gates & Powell Financial Services, Inc.","Gates Financial Services, Inc"],"registration":{"secApproved":"24 January 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":843813.8591549295,"staff":{"employees":7,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":359464704,"discretionary":359464704,"discretionaryAccounts":945,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":426,"regulatoryAum":359464704}],"feePrograms":[{"role":"main","program":"Investment Advisory Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023095","versionId":1023095,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-22","documentName":"NOVAK & POWELL FINANCIAL SERVICES, INC. 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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Novak & Powell Financial Services invest in?","answer":"At the end of its last fiscal year, Novak & Powell Financial Services’ separately managed accounts held 43% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 7% investment grade corporate bonds and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Novak & Powell Financial Services?","answer":"Novak & Powell Financial Services’ direct owners are David Novak (50% to 75%) and Joshua Powell (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Novak & Powell Financial Services get paid?","answer":"Novak & Powell Financial Services is paid through a percentage of assets under management. 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