← Tributary

POWERS ADVISORY GROUP, LLC

HIGHLAND, IL · CRD 172252 · IAPD ↗ · powersinvest.com · 618-654-6262

$329.5MRegulatory AUM
4Advisory reps
7Employees
1Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — POWERS ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — POWERS ADVISORY GROUP, LLC reported RAUM up 31% ($250.9M -> $329.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — POWERS ADVISORY GROUP, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — POWERS ADVISORY GROUP, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — POWERS ADVISORY GROUP, LLC reported RAUM up 26% ($163.0M -> $205.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.