Potomac Investment Company
Firm details
- Headquarters
- The Villages,
- CRD number
- 14553
- Registered since
- April 6, 2026
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI63.4%
- Charitable Organizations33.53%
- Individuals1.91%
- Corporations / Businesses1.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Potomac Investment Company operates as an independent broker-dealer and registered municipal advisor that also provides advisory services. The firm serves individuals, families and institutional clients and offers financial planning and portfolio management for individuals and small businesses. Its business model mixes fee-based relationships (percentage of AUM) with commission-based activity, and it is registered with the SEC in 2026. Potomac is owned by an individual and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
- Public Funds/Mutual Funds2%
Contacts
2 of 2
Carol Greenwald
Founder & PresidentCRD 1207586
Zachary Moss
CRD 8213351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
The Villages, null
Location
The Villages, null
Headquartered in The Villages, null.
- Office locations
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