Investment adviser · CRD 131070
POTOMAC ADVISORS, INC.
Investment adviser filing (IA)
· Form ADV filed Nov 10, 2023
- Regulatory AUM
- $17M Form ADV · Item 5.F
- Client accounts
- 46 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5 | $10,408,500 | 61.3% |
| Individuals | 39 | $4,713,366 | 27.8% |
| Retirement plans | 1 | $1,741,578 | 10.3% |
| Investment companies | 1 | $111,360 | 0.7% |
Filing source
Form ADV 1798879 · Nov 10, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 10, 2023. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Market timing
Compensation
Percentage of assets · Fixed
Principal office
CRD 131070
Filing source
Form ADV 1798879 · Nov 10, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.