Data / Investment advisers / Maryland / Potomac Asset Management Co Inc
Potomac Asset Management Co Inc, Frederick, MD: $114 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Potomac Asset Management Co Inc is an SEC registered investment adviser with its main office in Frederick, Maryland and reports $114 million in regulatory assets under management in its Form ADV filed September 29, 2017. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 2 private funds.
The request: Watch Potomac Asset Management Co Inc (CRD number 105730): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105730
- SEC file number
- 801-16383
- SEC status
- Approved, effective August 21, 1981
- Main office
- 5 South Market Street 4th Floor, Frederick, MD 21701
- Phone
- (301) 695-9229
- Regulatory AUM
- $114,264,799 in the Form ADV filed September 29, 2017
- Discretionary AUM
- $114,264,799
- Accounts
- 16
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $40,253,570
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- September 29, 2017
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Town Capital | Bel Air | $168.8 million | Not listed | adviserinfo.sec.gov |
| Expect Equity LLC | Pikesville | $167.2 million | 2 | adviserinfo.sec.gov |
| Foundry Wealth Advisors, LLC | Baltimore | $163.4 million | Not listed | adviserinfo.sec.gov |
| Global Brokerage Services, Inc. | Hunt Valley | $162.8 million | Not listed | adviserinfo.sec.gov |
| Bestgate Wealth Advisors, LLC | Frederick | $162.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers that manage private funds
- Potomac Asset Management Co Inc on the SEC's adviser search
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.