# Powers Advisory Group, LLC

> Powers Advisory Group, LLC is an SEC-registered investment advisory firm in Highland, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 172252
- Filed as: POWERS ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Highland, IL
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172252
- AdvisorCensus page: https://advisorcensus.com/firm/powers-advisory-group-llc-highland-il-172252

## Quick answers

**How is Powers Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Powers Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Powers Advisory Group, LLC charge?**
Its Form ADV Part 2A brochure dated June 24, 2026 states: Flat fee: $2,000 (creating a client financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Powers Advisory Group, LLC located?**
Powers Advisory Group, LLC's principal office is in Highland, IL, according to its Form ADV.

**Is Powers Advisory Group, LLC registered with the SEC or a state?**
Powers Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172252.

**How much does Powers Advisory Group, LLC manage?**
Powers Advisory Group, LLC reports $329,500,201 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**How have Powers Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Powers Advisory Group, LLC: Regulatory assets under management: $126,178,246 in the October 2021 data and $329,500,201 in the October 2026 data, up 161%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Powers Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (450); high net worth individuals (125); corporations or other businesses not listed above (8).

**Which custodians does Powers Advisory Group, LLC use?**
Powers Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Powers Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172252

**Does Powers Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 24, 2026 says: "Our minimum account size requirement is $100,000 and may be waived at our discretion."

**What changed in Powers Advisory Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Our minimum account size requirement is $100,000 and may be waived at our discretion.

- Flat fee: $2,000 (creating a client financial plan)

> The fixed fee for creating a client financial plan generally is $2,000. Fees are charged in arrears upon completion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $329,500,201
- Discretionary: $329,500,201
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 450 | $81,405,016 |
| High net worth individuals | 125 | $243,940,177 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $108,766 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $4,046,242 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- powersinvest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,178,246 | 3 | April 30, 2021 |
| October 2022 | $164,646,939 | 3 | June 22, 2022 |
| October 2023 | $162,963,386 | 6 | August 8, 2023 |
| October 2024 | $205,643,400 | 6 | May 6, 2024 |
| October 2025 | $250,912,566 | 6 | May 2, 2025 |
| October 2026 | $329,500,201 | 7 | June 24, 2026 |

Regulatory assets under management: $126,178,246 in the October 2021 data and $329,500,201 in the October 2026 data, up 161%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 3 to 4.

### April 2026
- Regulatory assets under management went from $250,912,566 to $329,500,201 (+31%).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Powers Advisory Group, LLC (CRD 172252): Form ADV filing data as of October 2026.