Powers Capital Management

RIAState Registered
Total AUM
$43.9M
Discretionary
$43.9M
100% of AUM
Avg account
$189K
Accounts
232
Employees
1
Advisory reps
1

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
301914
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Powers Capital Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its client billing combines AUM-based fees with fixed-fee arrangements. The firm’s filings note no emphasis on ESG investing and it does not describe itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 9%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, US Government Bonds 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities9%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Timothy Powers

    Timothy Powers

    President, Chief Compliance OfficerCRD 2900994

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
1024 Fayette St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth