DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

HEWLETT DAVIDSON POWELL, LLC

CRD 128612

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64aa039f-06b7-b4ff-b29c-cd46b3f5293b

Data as of Jul 26, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2012 to Jul 26, 2012
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $43.2MItem 5.F on the latest filing (2012-07-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 213
SEC number: 801-70078
CRD: 128612
Filings on the tape: 8
First filed: Mar 22, 2012
Latest filed: Jul 26, 2012
Organised: Limited Liability Company, Alabama

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIDSON, CHERYL, ADAIR	VICE PRESIDENT/TREASURER	C	yes	04/2000	Mar 22, 2012	Jul 26, 2012
HEWLETT, KYLE, SHAFFER	PRESIDENT & CHIEF COMPLIANCE OFFICER	C	yes	04/2000	Mar 22, 2012	Jul 26, 2012
POWELL, JEFFERY, LEE	VICE PRESIDENT	C	yes	04/2000	Mar 22, 2012	Jul 26, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 22, 2012	$43.2M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$43.2M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (3)

← POWELL, JEFFERY, LEEOwnerVICE PRESIDENT, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV
← HEWLETT, KYLE, SHAFFEROwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV
← DAVIDSON, CHERYL, ADAIROwnerVICE PRESIDENT/TREASURER, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV

Registered with (2)

← KYLE SHAFFER HEWLETTAdvisorregistration: previous registration
Jan 27, 2004 to Dec 20, 2016factForm ADV
← JOSEPH LEE STORKAdvisorregistration: previous registration
Jul 18, 2011 to Sep 10, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64aa039f-06b7-b4ff-b29c-cd46b3f5293b
First observed: Mar 22, 2012
Last observed: Jul 26, 2012 172 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HEWLETT DAVIDSON POWELL, LLC

CRD 128612

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64aa039f-06b7-b4ff-b29c-cd46b3f5293b

Data as of Jul 26, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIDSON, CHERYL, ADAIR

VICE PRESIDENT/TREASURER

yes

04/2000

Mar 22, 2012

Jul 26, 2012

HEWLETT, KYLE, SHAFFER

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

04/2000

Mar 22, 2012

Jul 26, 2012

POWELL, JEFFERY, LEE

VICE PRESIDENT

yes

04/2000

Mar 22, 2012

Jul 26, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 22, 2012

$43.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$43.2M

n/a