Potomac
Bethesda, MD·SEC-registered · CRD #105413
Potomac is an SEC-registered investment advisory firm in Bethesda, MD managing $3.3B across 2.4k client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.3B
Client accounts
2.4k
Advisory staff
27
Fee model
Fee-only
How Potomac is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Potomac
How much does Potomac manage?
Per its most recent SEC Form ADV filing (05/27/2026), Potomac reports $3.3B in regulatory assets under management across roughly 2.4k client accounts.
How does Potomac charge?
Potomac is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Potomac a fiduciary?
Yes. Potomac is registered with the U.S. Securities and Exchange Commission (CRD #105413), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Potomac taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Potomac and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Potomac's public SEC Form ADV filing (CRD #105413, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Potomac. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Potomac? Claim this profile.