Wealth Manager
    SEC Registered

    Potomac

    Registered investment advisor · Bethesda, Maryland · CRD #105413

    Assets Under Management
    $3.3B
    Client Accounts
    2,385
    Employees
    36
    CRD Number
    105413
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Potomac

    Potomac Investment Company is a US-based wealth manager and registered investment adviser focused on delivering competitive returns with less downside risk. It employs technical analysis to navigate market trends. Based in Bethesda, Maryland.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Potomac

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Potomac's AUM?

    Potomac reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Potomac headquartered?

    Potomac is headquartered in Bethesda, Maryland.

    What is Potomac's CRD number?

    Potomac's CRD number is 105413. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Potomac manage?

    Potomac manages approximately 2,385 client accounts according to its latest SEC filing.

    Is Potomac SEC registered?

    Yes, Potomac is registered with the SEC as an investment adviser with an approved registration status.

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