POTOMAC ASSET MANAGEMENT CO INC

Overview

Potomac Asset Management Co Inc is a privately owned corporate RIA that has been SEC-registered since 1981. The firm is owned by an individual and focuses on discretionary portfolio management across a mix of clients and vehicles: individuals and small businesses, pooled investment vehicles, and businesses or institutional accounts. Its compensation methods are mixed — percentage-of-AUM, hourly, fixed fees and performance-based fees are all used. Potomac is not flagged as an active ESG investor and is not listed as a multi-state adviser. The firm also has roles beyond advisory work, including affiliations as a broker-dealer/sponsor and as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives