Fee-only adviser · Bethesda, MD
Potomac
Potomac is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bethesda, Maryland. On its latest Form ADV, filed May 27, 2026, it reports $3.3B in regulatory assets under management, 1,257 individual clients and 27 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105413 · SEC file 801-31311 |
| Office | 7373 Wisconsin Ave. Suite #750 Bethesda, MD 20814 |
| Phone | (301) 901-3466 |
| Website | www.potomac.com |
| Regulatory assets under management | $3.3B |
| Individual clients | 1,137 non-high-net-worth, 120 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 36 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bethesda
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- Sandbox Financial Partners, LLC $682M
- MV Capital Management, Inc. $1.4B
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See all 35 fee-only advisers in Bethesda →
Nearby
- Chevy Chase 9 firms
- North Bethesda 4 firms
- Silver Spring 3 firms
- Cabin John 1 firm
- Takoma Park 2 firms
- Potomac 1 firm
- Rockville 15 firms
- Washington 21 firms
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