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 Ohio-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based portfolio management, primarily charging a percentage of assets under management, and serves a mix of individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses. Powers Capital does not position itself as a capital allocator or an ESG-focused manager and appears to operate from a single-state footprint.
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
FINTRXContacts
FINTRXWealth 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
- 1124 Goodale Blvd
- Time zone
- ET (UTC-5)
- Office locations
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