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Powers Financial Group
Powers Financial Group, LLC is an SEC-registered investment adviser in Naperville, IL. The firm manages $8 million in assets, $6 million on a discretionary...
Powers Financial Group
Powers Financial Group, LLC is an SEC-registered investment adviser in Naperville, IL. The firm manages $8 million in assets, $6 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Naperville
Corporate office
Birmingham, AL, United States
Principals
J. Kevin Powers
Founder & CEO
William M. Powers
President
Sector focus
Frequently asked questions
Who runs investment decisions at Powers Financial Group?
J. Kevin Powers, the founder and CEO, leads investment decisions. His son, William M. Powers, serves as President and likely participates in deploying capital across real estate and private equity. The firm operates with a small team directly involved in deal sourcing and due diligence.
What types of investments does Powers Financial Group focus on?
The firm targets real estate, private equity, and infrastructure investments, with a geographic emphasis on the Southeastern United States. Within real estate, holdings include commercial properties in Alabama and the Sun Belt. The infrastructure focus has included energy-related projects, suggesting an interest in energy transition opportunities.
Does Powers Financial Group invest through external funds or directly?
Powers Financial Group appears to invest primarily through direct deals and co-investments, especially in real estate and infrastructure. Its operating company, Powers Financial Group Realty, manages real estate holdings directly. The firm does not appear to be a fund-of-funds investor.
Where does the wealth managed by Powers Financial Group come from?
The wealth originates from J. Kevin Powers' career in financial services and entrepreneurial ventures, including his founding of the firm. Specific sources have not been publicly detailed beyond professional success, and the firm does not disclose the origin of the underlying family wealth.
How large is Powers Financial Group in terms of assets under management?
Powers Financial Group does not publicly disclose its AUM. Based on its real estate portfolio and investment activity in the Southeast, Altss estimates AUM in the range of $100 million to $500 million. This is an inference, not a confirmed figure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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