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RIA · CRD 306913State-Registered Investment Adviser

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Powers Financial Group

Powers Financial Group, LLC is a state-registered investment adviser in Naperville, IL. The firm manages $8 million in assets, $6 million on a discretionary...

Overview

Powers Financial Group, LLC is a state-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

RIA

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

Real EstatePrivate EquityInfrastructureEnergy Transition & Renewables

Frequently asked questions

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.

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