Potts, Hannah & Fischer Wealth Management Group

The firm's name suggests three principals — Potts, Hannah, and Fischer — but public records do not list full names or titles for these individuals. The firm operates as an SEC-registered RIA, which requires disclosure of key personnel to regulators, but those details are not available in public sources.

The firm operates as a multi-family office registered as an RIA. This structure allows the firm to serve multiple ultra-high-net-worth families while maintaining regulatory compliance under the Investment Advisers Act of 1940.

As a multi-family office RIA, the firm likely provides wealth management, investment advisory, tax planning, and estate planning services. The platform probably allocates client assets across public equities, fixed income, alternatives, and cash, consistent with RIA-managed family office programs.

The firm may offer alternative investment exposure through fund-of-funds or third-party private equity fund commitments, but no proprietary direct investment program or named portfolio companies are publicly recorded. The RIA model typically emphasizes liquidity and diversification over concentrated direct positions.

Minimum asset thresholds for engagement are not publicly disclosed. Multi-family office RIAs typically require $5–$10 million in investable assets, but this figure is unconfirmed for this specific firm.

The firm's precise headquarters city is not confirmed in public records. It operates within the United States, as an SEC-registered entity under U.S. securities laws.

The firm likely relies on traditional RIA platforms and third-party investment managers for product selection. Proprietary deal sourcing for direct investments is not part of the firm's public profile, distinguishing it from single-family offices that operate active direct-investment programs.