Powers Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,909,730
Total clients
109
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
109
Average account size
$402,842
About
The firm serves primarily families and individual investors, and also works with trusts and small-business owners, providing discretionary portfolio management, comprehensive financial planning, and consulting. It recommends and implements investments such as mutual funds, ETFs, individual equities, fixed income and CDs, and may advise on assets held outside the primary custodian, including contracts with insurance underwriters.
Investment advice is tailored to each client’s goals and risk tolerance and combines model-provider research with multiple analytical approaches including cyclical, fundamental, technical analysis and Modern Portfolio Theory. The firm implements both strategic and tactical asset-allocation approaches, uses model-driven and proprietary security selection, and may include alternative vehicles such as REITs, MLPs and closed-end funds in multi-asset portfolios.
Notably, the firm is affiliated with a licensed insurance agency and discloses that insurance sales are commissionable and consume about 25% of its time, which the brochure identifies as a potential conflict of interest to be disclosed to clients and kept separate from advisory fee arrangements. The firm also recommends a single institutional custodian (Charles Schwab), exercises limited custody for a subset of clients, and follows Pennsylvania-specific invoicing and fee-deduction procedures when it debits advisory fees.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Real estate investing
Fee options
Flat fee of $3,000 annually for Consulting Services, charged $750 per quarter in advance
$50,000 - $99,999: 2.0% $100,000 - $499,999: 1.25% $500,000 - $999,999: 1.20% $1,000,000 - $1,499,999: 1.15% $1,500,000 - $1,999,999: 1.10% $2,000,000 - $2,499,999: 1.00% $2,500,000 - $2,999,999: 0.95% $3,000,000 - $3,499,999: 0.85% $3,500,000+: 0.75%
Account minimum: $50,000 Fee-only: Flat fee of $3,000 annually for Consulting Services ($750 per quarter in advance)
Main office location
Powers Capital Management
1024 Fayette St, Rear Entrance
Conshohocken PA 19428, United States
Number of offices
1
Most active in
Powers Capital Management has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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