CRD: 110401
Powers Investment Advisory Corporation
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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2007
- Office Locations
- 1
Office Locations
About Powers Investment Advisory Corporation
Powers Investment Advisory Corp. is a family-owned, independent investment advisory firm in Highland Heights, Ohio, founded in 1984 and co-owned by CFPs William and Andrew Powers. The firm provides personalized investment management and retirement planning for individuals and families across a wide range of ages and net worth, and supports small businesses with Safe Harbor 401(k) plans. It also offers insurance brokerage (via Ash) and securities brokerage through LPL Financial, with advisory accounts custodied at Schwab.
Reported data analysis
What the numbers show
Between December 23, 2011 and January 6, 2026, reported AUM increased 254.8%, from $31.5M to $111.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 101 clients, or 50.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ANDREW J. POWERS
Chief Compliance Officer, Owner
- CRD
- #5007471
- Ownership
- 50% but less than 75%
William Patrick Powers
Chief Financial Officer, Investment Advisor, Owner, President
- CRD
- #1144737
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,579,096 | $578,130 |
| Non-Discretionary | $0 | -- |
| Total | $111,579,096 | $578,130 |
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Separately Managed Accounts
SMA allocation detail is available
Powers Investment Advisory Corporation has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.