A complete list of active advisors currently associated with Powers Capital Management, LLC

Warmer can help you find a great advisor at Powers Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Powers Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.