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POTOMAC INVESTMENT COMPANY

· CRD 14553 · IAPD ↗ · 240-274-7810

$107.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — POTOMAC INVESTMENT COMPANY notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — POTOMAC INVESTMENT COMPANY (location n/a) is newly SEC-registered with $107.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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