XPOTENTIAL INC.

RIASEC Registered

Total AUM

$91.1M

Discretionary

$89.9M

99% of AUM

Avg account

$1.3M

Accounts

68

Employees

2

Advisory reps

3

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 a privately held corporate advisory firm that serves individual and family clients. The firm operates on a percentage-of-assets-under-management fee model and is owned by an individual. Its core advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Xpotential does not present itself as an active ESG investor, is not registered as a multi-state adviser, and is not newly formed.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds75%
Exchange Traded Equities24%
Cash & Cash Equivalents1%

Contacts

3 of 3

VINCENT SCHOTT
Managing DirectorCRD 5748536
DANIEL O'DONNELL
Managing DirectorCRD 5748535
JAMES LOVAS
Registered Investment AdvisorCRD 6457957

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: ESSEX
Address: 1200 Morris Tpke
Time zone: ET (UTC-5)
Office locations

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