Powers Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,253,481
Clients
86
Advisors
2
of 2 employees
About
The firm provides ongoing portfolio management and investment advisory services primarily to banks, credit unions and thrift institutions and maintains an account minimum of $1,000,000 (which may be waived). It reported roughly $58.8 million in discretionary assets under management as of December 2025 and documents client objectives and restrictions in individualized Investment Policy Statements.
Investment implementation emphasizes long-term trading and a limited lineup of mutual funds, equities and exchange-traded funds, using cyclical, fundamental and technical analysis to inform asset selection and allocation. The firm generally manages accounts on a discretionary basis, uses model allocations alongside client-specific recommendations, and requires custody through Charles Schwab Advisor Services.
What distinguishes the firm from many independent peers is its institutional client focus—serving banking and thrift institutions, a relatively uncommon client type for firms in this category—and its formal LLC structure with written compliance policies and a Code of Ethics rather than operating as a sole proprietor. The firm’s personnel also maintain broker-dealer and insurance registrations and disclose acceptance of commissions for certain product sales, a potential conflict of interest the brochure states will be disclosed and documented for clients.
Client services
Expertise
Fee options
Up to 1.25% annually
Commission-based compensation offered through firm's registered representative for sale of investment and insurance products, but not primary fee source.
Account minimum: $1,000,000
Main office
1124 Goodale Blvd
Columbus OH 43212
Advisors at this office
1
Most active in
Ohio
Also doing business as
Powers Capital Management LLC · Powers Capital Management, LLC
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
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