Powers Capital Management

Overview

Powers Capital Management is an independent, privately owned registered investment adviser that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses and bills clients using a mix of asset-based fees and fixed fees. Powers Capital identifies as an insurance-affiliated industry participant and does not market itself as an ESG or multi-state adviser. Advisory scope is focused on wealth management rather than institutional pension consulting or capital allocation to managers; the firm is not listed as a capital allocator or related adviser. Its registered structure is a limited liability company and ownership is held by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives