Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 35
Average Client Assets: $2.2 million
Frequently Asked Questions
POWERS INVESTMENT ADVISORY CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110401), POWERS INVESTMENT ADVISORY CORPORATION is subject to fiduciary duty under federal law.
POWERS INVESTMENT ADVISORY CORPORATION serves 35 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, POWERS INVESTMENT ADVISORY CORPORATION offers portfolio management for individuals. View all service details ↓
POWERS INVESTMENT ADVISORY CORPORATION manages $112 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, POWERS INVESTMENT ADVISORY CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.13%
Average Client Assets: $2.2 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 110401
Filing ID: 2038024
Last Filing Date: 2026-01-06 17:28:12