Potomac is an SEC registered investment adviser organized as a corporation with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 31, 2026, reports $3.3B in regulatory assets under management, 36 employees, and 2,385 accounts.
Assets Under Management
$3.3B
Employees
36
Offices
--
Total Clients
1,261
Primary office
BETHESDA, MD
7373 WISCONSIN AVE., SUITE #750, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.2% of total clients.
Top client categories% of clientsClients
1
Individuals
90.2%
1,137
2
HNWI
9.5%
120
3
Investment Cos.
0.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 31, 2026
Discretionary100.0%
$3.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.3B
Total Accounts2,385
10Y AUM Change+$3.1B (+1653.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee35:1
10Y Employee Change+29 (+414.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.