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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.
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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%
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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
Total SMA Asset: $111,579,096
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,406,131,682 | 29.4% |
| Public Funds | $1,857,795,551 | 22.7% |
| Corporate - Investment Grade | $1,710,481,366 | 20.9% |
| Cash | $1,514,062,453 | 18.5% |
| Municipal Bonds | $695,650,316 | 8.5% |
| Total | $8,184,121,368 | 100.0% |