# Potomac Advisors

Potomac Advisors is a Bank / Wealth / Trust based in Lakewood Ranch, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lakewood Ranch, United States
- **Region:** North America
- **Address:** Lakewood Ranch, FL, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** potomacadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/potomac-advisors

## Regulatory record

- **CRD number:** 131070
- **SEC file number:** 801-118200
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131070

## About

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.

## 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.

## Related profiles

- [Post Oak Private Wealth Advisors](https://altss.com/profile/post-oak-private-wealth-advisors)
- [Power International Holding](https://altss.com/profile/power-international-holding)

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Last updated: 2026-06-03T20:00:00.000Z

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