Xpotential Inc.

RIASEC Registered

Total AUM

$91.1M

Discretionary

$89.9M

99% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Short Hills, New Jersey
CRD number: 152793
Website: www.xpotential.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: HNWI70.77%
Corporations / Businesses24.26%
Individuals3.62%
Pension & Profit Sharing Plans1.34%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Xpotential Inc. is an independent registered investment adviser that focuses on portfolio management for individuals, small businesses, and institutions. The firm operates on a percentage-of-assets fee model and serves primarily individual and family clients. Ownership is held by an individual, and the adviser is not structured as a capital allocator; it does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory capabilities listed by the firm include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The mix of services and client base suggests a boutique RIA model oriented toward tailored investment management rather than scale-driven product distribution.