POWERS CAPITAL MANAGEMENT, LLC

Overview

Powers Capital Management, LLC is a small, owner-run investment advisory firm that focuses on discretionary portfolio management for individuals and small businesses while also serving institutional clients. The firm is structured as an LLC and charges clients on a percentage-of-assets-under-management basis. Its investment approach centers on using public investment vehicles—primarily mutual funds and other public funds—for core equity and fixed income exposure, while maintaining selective exposure to real estate as an alternative allocation. The firm does not identify as an active ESG investor. Portfolios appear to be run largely on a discretionary basis, indicating the advisor takes responsibility for day-to-day buy/sell decisions within client mandates. Given the mix of individual and institutional clients and the stated preference for public funds, manager selection and third-party mutual fund strategies are central to how the firm builds client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices