POTOMAC

RIASEC RegisteredEst. 1988

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 a corporate RIA that has been SEC-registered since 1988 and is owned privately. It serves both individual/family and institutional clients, charging investment management fees as a percentage of assets under management. The firm's advisory activity centers on portfolio management for individuals and small businesses and on managing portfolios for investment companies. Potomac does not identify as an active ESG investor, is not set up as a multi-state adviser in the FINTRX snapshot, and does not position itself as a capital allocator or pension consultant.

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

3 of 5

JENNIFER BURTON
Chief Operations OfficerCRD 6755112
JEFFREY SCHROPP
Chief Compliance OfficerCRD 2754195
WILLIAM GRAY
Chief Operating OfficerCRD 6160575

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Contacts

3 of 21

Bradley Whittaker
Internal SalesCRD 8109526
JONATHAN CIAMPA
External Sales ConsultantCRD 6069741
MICHAEL ROGERS
Regional ConsultantCRD 2419547

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 58

Active vs passive

$3B in ETFs

Passive

95%

$2.8B

Active

5%

$163M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$2B	3,015,478	66.39%

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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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