CRD 14553Registration Status: ApprovedEffective since April 6, 2026Latest ADV April 3, 2026
Potomac Investment Company is an SEC registered investment adviser. Its latest Form ADV filing, dated April 3, 2026, reports $107M in regulatory assets under management, 2 employees, 1 office, and 41 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
18
2
Individuals
27.3%
9
3
Charitable
15.2%
5
4
Corporations
3.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of April 3, 2026
Discretionary100.0%
$107M
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.
Total AUM$107M
Total Accounts41
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee17:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.