Powers Investment Advisory Corporation
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About the firm
Powers Investment Advisory Corp. is an independent investment advisory firm based in Highland Heights, Ohio, registered with the Ohio Division of Securities, and co-owned by principals Bill and Andrew Powers. The firm began offering investment advisory services in 1984 and today specializes in investment management. It recognizes and continues to be engaged in a very personal business through development of long-term relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, securities transactions through LPL Financial, insurance transactions as independent insurance agents, and personalized financial planning advice. The firm offers full-service financial management in one place to help clients grow assets, plan, measure, and adjust to use assets in the most efficient manner.
Who they serve
A broad spectrum of people varying widely in both age and net worth, including individuals who didn't meet minimum requirements of larger firms.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $33M |
| High Net Worth Individuals | 35 | $78M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.00% |
| Next $2,500,000 | 0.80% |
| Subsequent amounts | 0.60% |
Data as of January 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Powers Investment Advisory Corporation has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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