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 operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and positions itself as a capital allocator for both individual/family and institutional clients. Its business model is fee-based, charging a percentage of assets under management, and its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm does not describe itself as an active ESG investor and is not reported as a multi‑state adviser.
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
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 43Active vs passive
$217M in ETFs
97%
$211M
3%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $30.9M | 1,203,797 | 14.23% |
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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