Powers Capital Management
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 301914
- Website
- investwithpowers.com
- 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
FINTRXOverview
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
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 Funds80%
- Exchange Traded Equities9%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
1 of 1
Timothy Powers
President, Chief Compliance OfficerCRD 2900994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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