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POTOMAC ASSET MANAGEMENT CO INC
CRD 105730File 801-16383
APPROVED
Custody
Disclosure events
Filing as of Sep 29, 2017
Feed vintage Oct 1, 2026
Regulatory AUM
$114.3M
Bottom 25% of cohort (national)
Discretionary AUM
$114.3M
Clients
0
16 accounts
Employees
6
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 21, 1981
- Principal office
- 5 SOUTH MARKET STREET, 4TH FLOOR, FREDERICK, MD, 21701
- Phone
- 301.695.9229
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.3M
- Discretionary AUM
- $114.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16
- Non-discretionary accounts
- 0
- Total accounts
- 16
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POTOMAC ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POTOMAC ASSET” 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.