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POTOMAC
Legal name: POTOMAC FUND MANAGEMENT INC
CRD 105413File 801-31311
APPROVED
Retail clients
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.28B
Top 25% of cohort (national)
Discretionary AUM
$3.28B
Clients
1,261
2,385 accounts
Employees
36
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 4, 1988
- Principal office
- 7373 WISCONSIN AVE., SUITE #750, BETHESDA, MD, 20814
- Phone
- (301) 901-3466
- Website
- HTTP://WWW.POTOMAC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.28B
- Discretionary AUM
- $3.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,385
- Non-discretionary accounts
- 0
- Total accounts
- 2,385
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $3.10B |
| High net worth individuals | 120 | $88.9M |
| Individuals (other than high net worth individuals) | 1,137 | $88.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 33 | 36 | increased by3 |
| Apr 1, 2026 | Clients | 1,367 | 1,261 | decreased by106 |
| Apr 1, 2026 | AUM | $2,406,097,311 | $3,277,115,272 | increased by$871,017,961 |
| Apr 1, 2026 | Accounts | 2,573 | 2,385 | decreased by188 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 27 | 33 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,408 | 1,367 | decreased by41 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,857,697,763 | $2,406,097,311 | increased by$548,399,548 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,555 | 2,573 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 27 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,245 | 1,408 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $353,109,534 | $1,857,697,763 | increased by$1,504,588,229 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,242 | 2,555 | increased by1,313 |
| Feb 1, 2022 | Employees | 11 | 15 | increased by4 |
| Feb 1, 2022 | Clients | 1,147 | 1,245 | increased by98 |
| Feb 1, 2022 | AUM | $290,703,240 | $353,109,534 | increased by$62,406,294 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POTOMAC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POTOMAC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.