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Powers Advisory Group, LLC
Powers Advisory Group, LLC is an independent Registered Investment Advisor (RIA) headquartered in Highland, Illinois. Founded in 2014, the firm serves individual investors (including high net worth individuals), businesses, and institutions across at least 18 US states. With approximately 6 employees, they provide personalized, unbiased financial advice grounded in fiduciary duty. The team is recognized with multiple industry awards, including the 2025 InvestmentNews Excellence Award for firms under 10 advisors, and is led by Managing Partner Matt Powers. Powers Advisory Group specializes in supporting clients through comprehensive investment and savings strategies, always operating under a legal and ethical obligation to act in the client’s best interest.
Investment Strategy
Powers Advisory Group employs a fiduciary approach, offering unbiased, conflict-free investment advice with a strong emphasis on dividend growth strategies and objective portfolio construction. The firm’s investment philosophy centers on understanding each client’s needs and developing personalized strategies to achieve their financial goals, implementing institutional investment practices locally. Their strategies focus on long-term wealth accumulation, risk management, and tax efficiency, and they avoid product commissions to ensure objectivity. The team routinely shares market insights and commentary, further helping clients navigate evolving financial markets.
Latest 13F Filing Activity
Powers Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 121 equity positions with a total 13F market value of $251M. The fund increased holdings in Vanguard Scottsdale FDS, Fidelity Covington Trust, Ishares TR among other positions. Powers Advisory Group, LLC reduced exposure to Vanguard BD Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 12.55% | $31.5M | 1,196,828 | $18.63 | $26.34 | +$2.0M |
S SCHD | SCHWAB STRATEGIC TR | 7.14% | $17.9M | 656,429 | $26.13 | $27.30 | +$277.1K |
D DGRO | ISHARES TR | 7.04% | $17.7M | 259,474 | $56.46 | $68.08 | +$2.2M |
V VCIT | VANGUARD SCOTTSDALE FDS | 5.11% | $12.8M | 152,597 | $84.56 | $84.11 | +$5.4M |
S SCHF | SCHWAB STRATEGIC TR | 5.10% | $12.8M | 550,593 | $19.21 | $23.28 | +$1.6M |
Industry Allocation
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