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POTOMAC INVESTMENT COMPANY
CRD 14553File 801-135351
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$107.0M
Bottom 25% of cohort (national)
Discretionary AUM
$107.0M
Clients
33
41 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 6, 2026
- Principal office
- Not reported
- Phone
- 240-274-7810
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.0M
- Discretionary AUM
- $107.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 41
- Non-discretionary accounts
- 0
- Total accounts
- 41
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $1.2M |
| Charitable organizations | 5 | $35.9M |
| High net worth individuals | 18 | $67.8M |
| Individuals (other than high net worth individuals) | 9 | $2.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.