Powers Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,253,481
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
86
92% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
86
Very HighAverage account size
$607,599
About
Powers Capital Management LLC provides ongoing portfolio management and related advisory services to institutional depository clients — including banks, credit unions, and thrift institutions — and also manages individual and high-net-worth accounts. The firm prepares an Investment Policy Statement for each client and typically operates under discretionary authority to implement asset allocation, security selection, and ongoing portfolio monitoring.
The firm's investment process combines cyclical, fundamental, and technical analysis and emphasizes long-term trading using mutual funds, equities, and ETFs. Accounts are reviewed at least quarterly, and the adviser ordinarily requires clients to custody assets with Charles Schwab Advisor Services for trade execution and reporting.
What is distinctive is the firm’s client mix and scale: it manages roughly $59 million in client assets (December 2025) while serving depository institutions, a client type that is uncommon among peers in this category. The brochure also discloses potential conflicts of interest — the principal conducts registered representative and insurance activities and may receive commissions for product sales — and the firm documents those conflicts and informs clients of alternatives.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Up to 1.25% annually
Commissions accepted by registered representative for sale of investment products, but not primary source of compensation for advisory services
Account minimum: $1,000,000
Main office location
Powers Capital Management, LLC
831 Grandview Ave
Columbus OH 43215, United States
Number of offices
1
Most active in
Powers Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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