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POTOMAC

BETHESDA, MD · CRD 105413 · IAPD ↗ · (301) 901-3466

$3.28BRegulatory AUM
27Advisory reps
36Employees
34Clients
n/aPlanning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — POTOMAC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — POTOMAC reported RAUM up 36% ($2.41B -> $3.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2026 — POTOMAC notice-filed in AR, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — POTOMAC moved its main office from MIAMI, FL to BETHESDA, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
August 2025 — POTOMAC FUND MANAGEMENT is now doing business as POTOMAC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
August 2025 — POTOMAC reported RAUM up 30% ($1.86B -> $2.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — POTOMAC FUND MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — POTOMAC FUND MANAGEMENT reported RAUM up 33% ($1.39B -> $1.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
November 2024 — POTOMAC FUND MANAGEMENT notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2024 — POTOMAC FUND MANAGEMENT notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
February 2024 — POTOMAC FUND MANAGEMENT reported RAUM up 32% ($1.05B -> $1.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
February 2024 — POTOMAC FUND MANAGEMENT grew from 17 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.