# NOVAK & POWELL FINANCIAL SERVICES, INC.

NOVAK & POWELL FINANCIAL SERVICES, INC. of ST. PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 112970
- Type: SEC-registered investment adviser
- SEC file number: 801-108964
- Location: 146 SECOND ST N, SUITE 310, ST. PETERSBURG, FL, 33701
- Phone: 727-451-3440
- Latest filing: 2026-03-22
- Regulatory AUM: $359.5M
- Discretionary AUM: $359.5M
- Clients: 7
- Accounts: 945

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David William Novak | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Joshua D Powell | PRINCIPAL | — |
| NOVAK DAVID WILLIAM | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| POWELL JOSHUA D | PRINCIPAL | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112970/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112970/similar
- Related entities: https://search.stillhousedata.com/firm/112970/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112970

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.