Data / Investment advisers / Maryland / Potomac
Potomac, Bethesda, MD: $3.3 billion AUM, SEC registered investment adviser
Potomac is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $3.3 billion in regulatory assets under management in its Form ADV filed May 27, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 105413
- SEC file number
- 801-31311
- SEC status
- Approved, effective February 4, 1988
- Legal name
- Potomac Fund Management Inc
- Main office
- 7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814
- Phone
- (301) 901-3466
- Regulatory AUM
- $3,277,115,272 in the Form ADV filed May 27, 2026
- Discretionary AUM
- $3,277,115,272
- Accounts
- 2,385
- Employees
- 36, of which 27 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $3.10 billion |
| High net worth individuals | 120 | $88.9 million |
| Individuals (other than high net worth individuals) | 1,137 | $88 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.28 billion | March 31, 2026 |
| December 1, 2025 | $2.41 billion | July 30, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pennington Partners & Co., LLC | Bethesda | $5.09 billion | 10 | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | $4.95 billion | 1 | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | $4.63 billion | Not listed | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | $4.57 billion | 10 | adviserinfo.sec.gov |
| XML Financial Group | Bethesda | $3.30 billion | Not listed | adviserinfo.sec.gov |
| Abrams Bison Investments, L.L.C. | Bethesda | $3.04 billion | 2 | adviserinfo.sec.gov |
| FBB Capital Partners | Bethesda | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | $1.98 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Potomac on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.