POWERS ADVISORY GROUP, LLC

Overview

Powers Advisory Group, LLC is an independent registered investment adviser that manages fee-based relationships for individuals, families and institutions. The firm runs a discretionary portfolio business focused on public markets, with a preference for pooled public funds and mutual funds alongside direct equity and ETF exposure. Powers Advisory Group positions itself as a capital allocator — selecting third‑party managers and funds when appropriate — and provides financial planning and portfolio management for both personal and small-business or institutional clients. The firm does not identify as an active ESG investor. Investment activity skews toward broad, liquid public instruments supplemented by targeted allocations to real estate through third‑party managers. Portfolio construction emphasizes diversified fund exposure as the primary building block, with ETFs used for large-cap and sector tilts and individual equities used selectively to express conviction or client-specific mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices