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 corporation that provides fee-based portfolio management services to individuals, families and institutional clients. FINTRX records show the firm has been SEC-registered since 1988 and operates on a percentage-of-AUM fee model. Its advisory scope includes portfolio management for individuals and small businesses as well as for investment companies. The firm is not identified as an active ESG investor in the source data. FINTRX categorizes ownership as individual and lists the firm’s role as a conventional adviser rather than a capital allocator, pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 34%, Cash & Cash Equivalents 5%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 6
  • Jennifer Burton

    Jennifer Burton

    Chief Operations OfficerCRD 6755112

  • Jeffrey Schropp

    Jeffrey Schropp

    Chief Compliance OfficerCRD 2754195

  • William Gray

    William Gray

    Chief Operating OfficerCRD 6160575

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Contacts

3 of 20
  • Bradley Whittaker

    Bradley Whittaker

    Internal SalesCRD 8109526

  • Michael Rogers

    Michael Rogers

    Regional ConsultantCRD 2419547

  • Anthony Gonzales

    Anthony Gonzales

    SalesCRD 4168988

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 67

Active vs passive

$4.2B in ETFs

Passive

90%

$3.8B

Active

3%

$418M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.7B3,546,98063.53%
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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth