# Powers Financial Group, LLC

> Powers Financial Group, LLC is a state-registered investment advisory firm in Naperville, IL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 306913
- Filed as: POWERS FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306913
- AdvisorCensus page: https://advisorcensus.com/firm/powers-financial-group-llc-naperville-il-306913

## Quick answers

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

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

**Is Powers Financial Group, LLC registered with the SEC or a state?**
Powers Financial Group, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306913.

**How much does Powers Financial Group, LLC manage?**
Powers Financial Group, LLC reports $7,645,855 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (80% discretionary).

**What types of clients does Powers Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Powers Financial 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306913

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,645,855
- Discretionary: $6,101,581
- Non-discretionary: $1,544,274

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $7,022,974 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $622,881 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Powers Financial Group, LLC (CRD 306913): Form ADV filing data as of October 2026.