Updated:
Potomac
Potomac is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 105413, SEC file 801-31311), with its main office in...
Overview
Potomac is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 105413, SEC file 801-31311), with its main office in Bethesda, Maryland. Its Form ADV filed on 27 May 2026 reports $3.3B in regulatory assets under management across 2,385 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$3.3B regulatory AUM (Form ADV, May 2026)
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
Bethesda, MD, United States
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