P
$59.1M Total AUM
$58.8M Disc. AUM
-- 3Y CAGR
2 Employees
91 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ValueBridge
- Established Date
- 02-16-2022
- Office Locations
- 1
Office Locations
831 Grandview AVE Columbus OH
About Powers Capital Management, LLC
Powers Capital Management, LLC is a Columbus, OH-based investment advisor serving both institutional and individual clients. The firm provides investment advisory and portfolio management with portfolio/risk analysis, plus retirement planning including 401(k) management and IRA/rollover and Roth IRA guidance, as well as education planning. Client assets are custodied at Charles Schwab & Co.
Team overview
45 AVG AGE
$29.6M AVG AUM / ADVISOR
$649.7K AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Value pioneer Fusion
Custodian
Wave Timber
Investment Themes
Frontier Vital
Investment Vehicles
Oak
Services
Frontier momentum Capital beacon Delta ember Ember unison
Technology
Momentum crest Radial glacier
Owner & Executives
S
SEAN SCOTT POWERS
Chief Compliance Officer, Managing Member
- CRD
- #2728782
- Ownership
- 75% or more
(372) 690-2199
pioneer.peak@elementcapital.com
in linkedin.com/in/bridge-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
BRADLEY JOSEPH BAUER
Vice President
- CRD
- #6042211
(410) 621-1253
vector.eagle@atlascapital.com
in linkedin.com/in/ridge-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,828,481 | -- |
| Non-Discretionary | $290,000 | -- |
| Total | $59,118,481 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,118,481
Public Funds:
12.5% Equity - Exchange:
23.6% Other:
6.4% Equity - OTC:
16.6% Cash:
19.2% Corporate - Investment Grade:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $902,783,838 | 12.5% |
| Equity - Exchange | $1,704,455,887 | 23.6% |
| Other | $462,225,325 | 6.4% |
| Equity - OTC | $1,198,896,937 | 16.6% |
| Cash | $1,386,675,976 | 19.2% |
| Corporate - Investment Grade | $1,567,232,743 | 21.7% |
| Total | $7,222,270,706 | 100.0% |