Firm profile

POWERS INVESTMENT ADVISORY CORPORATION

CRD 110401Latest ADV January 6, 2026

Powers Investment Advisory Corporation is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 6, 2026, reports $112M in regulatory assets under management, 2 employees, and 193 accounts.

Assets Under Management
$112M
Employees
2
Offices
--
Total Clients
101
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOAndrew J. Powers
CFOWilliam P. Powers

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
66
2
HNWI
34.7%
35

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$112Mas of January 6, 2026
Discretionary100.0%
$112M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$112M
Total Accounts193
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee51:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.