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- Custodian
- Charles Schwab & Company · Comerica Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Signal valueQuantum optima +more
- Established Date
- 07-29-2014
- Office Locations
- 1
Office Locations
About Powers Advisory Group, LLC
Powers Advisory Group is an independent, fiduciary RIA (est. 2014) providing investment management, collaborative financial planning, and business retirement plan consulting/investment management for individuals, businesses, and institutions across 18 states and nationwide. The team emphasizes simple, personalized portfolios and publishes regular market commentary with national media appearances. Uses Charles Schwab as a key custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW THOMAS POWERS
Advisor, Investment Adviser Representative, Managing Partner
- CRD
- #4601124
- Ownership
- 75% or more
RICHARD GEORGE RINGWALD
Partner
- CRD
- #4425715
- Ownership
- 25% but less than 50%
Catalyst atlas
Zenith catalyst
- CRD
- #88003
- Ownership
- 5.0%
Showing 2 of 3 owners & executives
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Grant Matthew Fridley
--
- CRD
- #8278762
Nicholas Dale Rutz
Investment Advisor
- CRD
- #7769112
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,500,201 | $205,552 |
| Non-Discretionary | $0 | -- |
| Total | $329,500,201 | $205,552 |
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Separately Managed Accounts
Total SMA Asset: $329,500,201
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $101,354,861 | 14.9% |
| Equity - Exchange | $287,738,967 | 42.3% |
| Cash | $291,140,136 | 42.8% |
| Total | $680,233,964 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA ZENITH FOUNDATION | RADIAL UNISON | W8MSC6OSJ | PFVTA | 7.03% | $110,384,088 |
| OPTIMA PIONEER | FRONTIER QUANTUM | CZFJSXRC9 | XJJLR | 12.19% | $102,998,587 |
| ALPHA PIONEER | FUSION FUSION | CAL1B0SIE | RUS | 2.17% | $83,849,018 |
| UNISON CAPITAL BEACON | INSIGHT ALPHA | W1FYHMO87 | JSEWD | 12.59% | $59,413,288 |
| LEGACY QUANTUM | FRONTIER BEACON | 2K7B6EHX8 | KLT | 4.77% | $116,554,125 |
| HORIZON MERIDIAN | UNISON RADIAL | 7IRK3DPMQ | OPKH | 9.37% | $76,878,558 |
| VALUE VITAL FRONTIER | INSIGHT GLACIER | DDEN3FC2R | TFTF | 8.60% | $22,001,512 |
| VITAL FRONTIER | VECTOR ZENITH | ATC4LPTVU | JEZT | 3.10% | $93,424,145 |