Keith
Powell

Scf Investment Advisors, Inc

CRD#2143046
Investment Advisor
in Austin, TX
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About this Advisor

Keith Powell is a certified financial planner working out of Austin, Texas, who has been in the financial industry for 19 years. Powell is currently employed by Scf Investment Advisors, Inc. Throughout their career, Powell has worked at Kns Enterprises, Mansions For You Ii, LLC, Our Green Life, LLC, The Tram House.Com, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Kdp Investments, Lucidlife Holdings, Comanchee Trail Community Association and Austin Divorce Collaborative. Powell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Scf Investment Advisors, Inc is a company based in Austin, Texas. The investment advisory business has offices in 92 locations and a total of 120 employees. It administers $1 billion in assets under management across its 5,002 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 5,002 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management are based on which services the firm provides the client. Fee types billed by Scf Investment Advisors, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

11824 Jollyville Rd #500
Austin, TX 78759

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,252,700

TX Average: $7,578,581,321
Total Number of Employees

137

TX Average: 43
Total Number of Accounts

6,221

TX Average: 3,727
Average Account Size

$186,345

TX Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Keith Powell Work History

Keith has 19 years of experience.

2013 - 2013 (0 years)

Wfg Investments, Inc

2013 - 2013 (0 years)

Alamo Asset Advisors

2013 - 2013 (0 years)

Alamo Asset Advisors

2013 - Present (6 years)

Scf Securities, Inc

2013 - Present (6 years)

Scf Investment Advisors, Inc

2012 - Present (7 years)

Bni

2012 - Present (7 years)

Austin Divorce Planners

2010 - Present (9 years)

Lucidlife Holdings

2010 - 2012 (2 years)

Austin Divorce Collaborative

2010 - Present (9 years)

Kns Ventures, Lp

2009 - Present (10 years)

Comanchee Trail Community Association

2008 - Present (11 years)

The Tram House.Com

2008 - 2012 (4 years)

Waddell & Reed, Inc

2008 - 2012 (4 years)

Various Insurance Carriers For W&R Insurance Agencies

2007 - 2010 (3 years)

Our Green Life, LLC

2006 - 2010 (4 years)

Mansions For You Ii, LLC

2005 - 2010 (5 years)

Kns Enterprises

1999 - 2010 (11 years)

Kdp Investments

Disclosures

Keith Powell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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