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POTOMAC ADVISORS, INC.

CRD 131070 · SEC 801-118200

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$19.4M

Discretionary AUM

$19.4M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; SUB ADVISORY FEES, SIGNAL PROVIDER FEES

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)Portfolio management (investment companies)Market timingRESEARCH, MARKET SIGNALS AND NON-DISCRETIONARY ADVICE TO OTHER INVESTMENT ADVISORS

Client types

TypeClientsAUM
Individuals44$14.3M
Investment companies1$966K
Pension/profit sharing plans1$4.1M

All web addresses on file

Official SEC filing: View on IAPD