Powers Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Powers Capital Management is a state‑registered independent investment adviser that works primarily with individuals and families, as well as trusts and small business owners, providing discretionary portfolio management alongside comprehensive financial planning and consulting. The firm advises on mutual funds, ETFs, equities, fixed income and cash equivalents, and may include alternative investments or assets held at an underwriting insurance company in client plans.
The firm tailors recommendations to each client’s investment objectives and risk tolerance, implementing both strategic and tactical asset‑allocation approaches, regular rebalancing, and tax‑aware considerations. Powers Capital Management also uses third‑party model portfolios through the Advyzon Sphere program and draws on multiple methods of analysis — including fundamental, technical, cyclical, and modern portfolio theory — when selecting or allocating investments.
Noteworthy relative to many peers, the firm operates an affiliated insurance agency and discloses devoting roughly 25% of its time to insurance activities; it may recommend insurance products and receive commissions for those sales, with such compensation disclosed as separate from advisory fees. The firm also exercises limited custody for some client accounts and combines fee‑only discretionary management with access to manager‑sponsored model programs, a mix that is less common among solo independent advisors.
Client services
Expertise
Fee options
Consulting Services flat fee of $3,000 annually, billed $750 quarterly in advance
$50,000 - $100,000: 2.0% $100,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.20% $1,000,000 - $1,500,000: 1.15% $1,500,000 - $2,000,000: 1.10% $2,000,000 - $2,500,000: 1.00% $2,500,000 - $3,000,000: 0.95% $3,000,000 - $3,500,000: 0.85% $3,500,000+: 0.75%
Account minimum: $50,000 Fee-only: Flat fee of $3,000 annually ($750 per quarter) for Consulting Services
Main office
1024 Fayette St, Rear Entrance
Conshohocken PA 19428
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
Powers Capital Management · Powers Capital Management, LLC · Powers, Timothy James
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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