Potomac

RIASEC Registered

Total AUM

$3.3B

Discretionary

$3.3B

100% of AUM

Avg account

$1.4M

Accounts

2,385

Employees

36

Advisory reps

26

Firm details

Headquarters: Bethesda, Maryland
CRD number: 105413
Registered since: February 4, 1988
Website: potomac.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Investment Companies94.6%
HNWI2.71%
Individuals2.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Potomac is an SEC-registered institutional RIA (registered in 1988) that provides fee-based portfolio management services to both individual/family clients and institutional investors. The firm bills on a percentage-of-AUM basis and lists portfolio management for individuals/small businesses and for investment companies as its primary advisory activities. Ownership is held by an individual and the firm is organized as a corporation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds61%
Exchange Traded Equities34%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 66

Active vs passive

$4.2B in ETFs

Passive

90%

$3.7B

Active

3%

$419M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$2.7B	3,546,980	63.99%

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Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 7373 Wisconsin Ave
Time zone: ET (UTC-5)
Office locations

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