Potomac Investment Company

Overview

Potomac Investment Company operates as an independent broker-dealer with multiple regulatory roles: it functions as a broker-dealer, has registered representatives, and is a registered municipal advisor. The firm serves both individual and family clients as well as institutional mandates, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Its commercial model blends asset-based fees and commissions rather than relying solely on one revenue stream. The firm is not positioned as a capital allocator and does not identify as an active ESG investor; its SEC registration is recorded in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices