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, individual-owned registered investment adviser. The firm registered with the SEC in 2021 and operates as a fee-based adviser charging a percentage of assets under management. It serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that also conducts selection of third‑party advisers. Core advisory functions include financial planning and portfolio management for individuals, small businesses and institutions. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Richard Ringwald
PartnerCRD 4425715
Matthew Powers
President & FounderCRD 4601124
Melissa Nehrt
Director of OperationsCRD 4927175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$263M in ETFs
97%
$255M
3%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $37.2M | 1,239,489 | 14.11% |
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
Similar firms
Benchmark Investment Advisors LLC
RIAChicago, IL
Kenney Investments Inc
RIANorthfield, IL
Bernardi Asset Management, LLC
RIANorthfield, IL
The Nestegg Group, Inc.
RIALincolnwood, IL
Corazon Group LLC
RIAChicago, IL
Latko Wealth Management, Ltd.
RIAFrankfort, IL