advisors

Caleb "Spuds" Powell CPWA®, Managing Director Kayne Anderson Rudnick

Caleb “Spuds” Powell is Managing Director of Kayne Anderson Rudnick Wealth Advisors and also serves on the firm’s Wealth Advisory Investment Committee. He has approximately 22 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2004, he worked as the National Mid-Plan Sales Manager for Financial Engines, a firm founded by Nobel Laureate, Dr. William Sharpe. Before working at Financial Engines, Spuds was a Retirement Plan Consultant for Retirement Plan Strategies, after spending the first four years of his career in a variety of roles at Franklin Templeton Funds. He earned a B.S. in Industrial and Labor Relations from Cornell University, where he was awarded the Cornell Tradition Fellowship for leadership and academic achievement, and played varsity football.

At a Glance

  • spowell@kayne.com

  • Minimum Net Worth Requirement

    $1 million

  • Primary Custodian for Investor Assets

    Fidelity investments

  • Financial Services Experience

    21 years

  • Assets Under Management $13 billion (as of 12/31/16)
  • Minimum Fee for Service None
  • Largest Client Net Worth $500+ million
  • Professional Services Provided
    • Investment advisory and comprehensive wealth-management services

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