Powers Advisory Group, LLC
Firm details
- Headquarters
- Highland, Illinois
- CRD number
- 172252
- Registered since
- May 3, 2021
- Website
- powersinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.03%
- Individuals24.71%
- Corporations / Businesses1.23%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Powers Advisory Group, LLC is an independent, SEC-registered RIA organized as an LLC and operating as a fee-based advisor that charges a percentage of assets under management. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. Powers acts as a capital allocator, directing client capital to external managers and funds when appropriate. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities23%
- Cash & Cash Equivalents4%
Contacts
3 of 5
Matthew Powers
President & FounderCRD 4601124
Grant Fridley
Wealth Planning AssociateCRD 8278762
Nicholas Rutz
Investment AdvisorCRD 7769112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$251M in ETFs
97%
$244M
3%
$7.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $35.3M | 1,198,097 | 14.02% |
Location
Highland, IL
Madison
Location
Highland, IL
Headquartered in Highland, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 2603 Plaza Dr
- Time zone
- CT (UTC-6)
- Office locations
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