POWERS INVESTMENT ADVISORY CORPORATION

CRD 110401File 801-134997

APPROVED

Retail clients

Filing as of Jan 6, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$111.6M

Bottom 25% of cohort (national)

Discretionary AUM

$111.6M

Clients

101

193 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jan 2, 2026
Principal office: Not reported
Phone: 440-442-4483
Website: HTTP://WWW.POWERSIAC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $111.6M
Discretionary AUM: $111.6M
Non-discretionary AUM: $0
Discretionary accounts: 193
Non-discretionary accounts: 0
Total accounts: 193
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	35	$78.2M
Individuals (other than high net worth individuals)	66	$33.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “POWERS INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POWERS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.