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Potomac Advisors
Potomac Advisors is an SEC-registered investment adviser with $19 million in regulatory assets under management. The firm has 3 employees and 2 investment...
Potomac Advisors
Potomac Advisors is an SEC-registered investment adviser with $19 million in regulatory assets under management. The firm has 3 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
Location
Region
North America
Country
United States
City
Lakewood Ranch
Corporate office
Lakewood Ranch, FL, United States
Frequently asked questions
Does Potomac Advisors manufacture its own investment products?
No. The firm does not sponsor proprietary mutual funds, ETFs, or private funds. It functions as an allocator, constructing client portfolios from individual securities and third-party pooled vehicles. This open-architecture approach allows the firm to select managers without the bias of an in-house distribution mandate.
What types of clients does Potomac Advisors typically serve?
The firm's client base includes high-net-worth individuals, multi-generational families, corporate executives, and retirees. Many engagements involve the management of concentrated stock positions — often the result of executive compensation programs or the sale of a family business — where a coordinated tax, estate, and diversification strategy is essential.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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