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POWERS ADVISORY GROUP, LLC
CRD 172252File 801-121109
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$329.5M
Below cohort median (national)
Discretionary AUM
$329.5M
Clients
586
1,603 accounts
Employees
7
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 3, 2021
- Principal office
- 2603 PLAZA DRIVE, HIGHLAND, IL, 62249
- Phone
- 618-654-6262
- Website
- HTTP://WWW.POWERSINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.5M
- Discretionary AUM
- $329.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,603
- Non-discretionary accounts
- 0
- Total accounts
- 1,603
- AUM per client
- $562K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $4.0M |
| Charitable organizations | Fewer than 5 | $109K |
| High net worth individuals | 125 | $243.9M |
| Individuals (other than high net worth individuals) | 450 | $81.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.