Powers Capital Management, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 317897
- Website
- www.powerscapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.49%
- Banking / Thrift Institutions10.99%
- Individuals1.9%
- Pension & Profit Sharing Plans0.49%
- Charitable Organizations0.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Powers Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses, charging clients a percentage of assets under management. Its client mix includes both individual/family relationships and institutional accounts. Powers Capital does not position itself as a third-party capital allocator, does not identify as an active ESG investor, and its public filings do not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds42%
- Exchange Traded Equities20%
- Other18%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Sean Powers
Managing Member And Chief Compliance OfficerCRD 2728782
Contacts
1 of 1
Bradley Bauer
Investment Advisor RepresentativeCRD 6042211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 831 Grandview Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SWS Advisors, Inc.
RIAColumbus, OH
Weinberg Advisory Group
RIAColumbus, OH
One Brick Capital, LLC
RIAColumbus, OH
Schuler Wealth Planning LLC
RIAColumbus, OH
Physicians Wealth Solutions, LLC
RIAColumbus, OH
Steele Investment Counsel, Ltd.
RIAColumbus, OH