Overview
Assets Under Management: $3.3 billion
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 120
Average Client Assets: $0.7 million
Frequently Asked Questions
POTOMAC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105413), POTOMAC is subject to fiduciary duty under federal law.
POTOMAC is headquartered in BETHESDA, MD.
POTOMAC serves 120 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, POTOMAC offers portfolio management for individuals and portfolio management for businesses. View all service details ↓
POTOMAC manages $3.3 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, POTOMAC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.71%
Average Client Assets: $0.7 million
Total Client Accounts: 2,385
Discretionary Accounts: 2,385
Regulatory Filings
CRD Number: 105413
Filing ID: 2089188
Last Filing Date: 2026-03-31 12:48:21