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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | — | 0 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.