POWERS CAPITAL MANAGEMENT

Overview

Powers Capital Management is an independent registered investment adviser that serves individuals and families, with a primary focus on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and charges clients using a mix of percentage-of-AUM and fixed fees. Filings show the firm operates as a discretionary manager across its client base and is not positioned as a capital allocator, pension consultant, or multi-state adviser. Powers Capital Management does not identify as an active ESG investor. Investment activity is centered on pooled public vehicles—mutual funds comprise the bulk of the firm’s deployed capital—while the firm also allocates to external alternative managers for real estate and commodity exposure. The practice appears to favor professionally managed fund solutions for core equity and fixed-income exposure, supplemented by third-party managers for alternative allocations and income-producing strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices