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| Happy Holidays!! thanks for using AUM13F!! |
| Powers Advisory Group LLC
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| CRD # | 172252 |
| SEC # | 801-121109 |
| CIK # | 0001927474 |
| AUM | $250.9 M (2025-05-02) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 618-654-6262 |
| Address | 2603 Plaza Drive Highland, IL 62249 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001927474 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.0 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Apple Inc | 2.2 | ||
| Procter & Gamble Co | 2.1 | ||
| Lockheed Martin Corp | 2.1 | ||
| McDonalds Corp | 1.9 | ||
| Waste Management Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Lilly Eli & Co | 1.8 | ||
| Johnson & Johnson | 1.5 | ||
| Southern Co | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 73.7 |
| (b) Individuals (high net worth individuals) | 99 | 172.9 |
| (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 | 9 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 250.9 |
| By Discretionary | ||
| Discretionary | 1,435 | 250.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,435 | 250.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.9 | |
| Total | 1,435 | 250.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001927474] |
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