POTOMAC INVESTMENT COMPANY

Overview

Potomac Investment Company operates as an independent broker-dealer and registered municipal advisor that provides financial planning and portfolio management services to individuals, families and small businesses. The firm blends advisory and brokerage activity — charging both AUM-based fees and commissions — and runs discretionary portfolios on behalf of clients. Its filings show a strong preference for listed equities and exchange-traded products as the primary building blocks of client portfolios. As a registered municipal advisor, the firm can also advise on municipal securities, although its public materials emphasize marketable equity exposures rather than private-market allocations or ESG-driven mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices