Donald Powell
1834 Investment Advisors · Joliet, Illinois
Donald Powell is a fee-only financial advisor at 1834 Investment Advisors in Joliet, Illinois, who holds the CFA credential. 1834 Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Donald →
Facts
| Firm | 1834 Investment Advisors |
|---|---|
| Based in | Joliet, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.20B across 966 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 6535135 |
| Firm size | 45 employees |
| Disclosures | None reported |
| Website | www.1834investmentadvisors.com |
How Donald's firm compares
- 1834 Investment Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 966 accounts).
Request an introduction to Donald
Tell Donald a little about what you're looking for. Donald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Donald
Is Donald Powell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and 1834 Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, 1834 Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Powell based?
Donald Powell is based in Joliet, Illinois.
What credentials does Donald Powell hold?
Donald Powell holds the CFA credential.
Is Donald Powell registered with the SEC?
Yes. Donald Powell is registered as an investment adviser representative in IL (CRD 6535135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1834 Investment Advisors manage?
1834 Investment Advisors reports $2.20B across 966 accounts in assets under management.
How do I contact Donald Powell?
Through Donald's website, www.1834investmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.