Firm profile

POWERS ADVISORY GROUP, LLC

HIGHLAND, ILCRD 172252Latest ADV March 7, 2026

Powers Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Highland, IL. Its latest Form ADV filing, dated March 7, 2026, reports $330M in regulatory assets under management, 6 employees, and 1,603 accounts.

Assets Under Management
$330M
Employees
6
Offices
--
Total Clients
586
Primary office
HIGHLAND, IL
2603 PLAZA DRIVE, HIGHLAND, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMelissa S. Nehrt

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
450
2
HNWI
21.3%
125
3
Corporations
1.4%
8
4
Charitable
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$330Mas of March 7, 2026
Discretionary100.0%
$330M
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.

Total AUM$330M
Total Accounts1,603
10Y AUM Change+$203M (+161.1%)

Employee Growth by Quarter

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

Total Employees6
Clients per Employee98:1
10Y Employee Change+3 (+100.0%)

* 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.