|
⚲
|
| Potomac Investment Company
✚
|
|
|---|---|
| CRD # | 14553 |
| SEC # | 801-135351 |
| CIK # | |
| AUM | $107.0 M (2026-04-03) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 240-274-7810 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.0 |
| (b) Individuals (high net worth individuals) | 18 | 67.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 35.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 107.0 |
| By Discretionary | ||
| Discretionary | 41 | 107.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 107.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.0 | |
| Total | 41 | 107.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hogan Investment Counsel LLC
✚
|
TN | 0.1 |
|
Hartley Advisors Corp
✚
|
0.1 | |
|
Total Wealth Advisors LLC
✚
|
MN | 0.1 |
|
RS Asset Management LLC
✚
|
CO | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Independent Wealth Management LLC
✚
|
WI | 0.1 |
|
RK Asset Management LLC
✚
|
0.1 | |
|
Sawtelle Charles Scott
✚
|
0.1 | |
|
603 Financial Advisors LLC
✚
|
0.1 | |
|
ELLA Financial Advising LLC
✚
|
CA | 0.1 |