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.

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.

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.