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| Powers Advisory Group LLC
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|---|---|
| CRD # | 172252 |
| SEC # | 801-121109 |
| CIK # | 0001927474 |
| AUM | 329.5 M (2026-06-24) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 618-654-6262 |
| Address | 2603 Plaza Drive Highland, IL 62249 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 5.4 | |
| Wal Mart Stores Inc | 3.9 | |
| Apple Inc | 2.7 | |
| Lockheed Martin Corp | 2.7 | |
| Johnson & Johnson | 2.4 | |
| Lilly Eli & Co | 2.0 | |
| McDonalds Corp | 2.0 | |
| Procter & Gamble Co | 1.9 | |
| Waste Management Inc | 1.9 | |
| J P Morgan Chase & Co | 1.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 81.4 |
| (b) Individuals (high net worth individuals) | 125 | 243.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,603 | 329.5 |
| By Discretionary | ||
| Discretionary | 1,603 | 329.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,603 | 329.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.5 | |
| Total | 1,603 | 329.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927474] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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