Fee-only adviser · Short Hills, NJ
Xpotential Inc.
Xpotential Inc. is a fee-only investment adviser registered with the securities regulators of New Jersey, New York, with its main office in Short Hills, New Jersey. On its latest Form ADV, filed March 31, 2026, it reports $91M in regulatory assets under management, 62 individual clients and 2 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 | State-registered: New Jersey, New York |
|---|---|
| Firm CRD number | 152793 |
| Office | 1200 Morris Turnpike Suite 3005 Short Hills, NJ 07078 |
| Phone | (908) 273-7600 |
| Website | www.xpotential.com |
| Regulatory assets under management | $91M ($90M discretionary) |
| Individual clients | 24 non-high-net-worth, 38 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Short Hills
- Compass Private Wealth Group LLC $113M
- Abe Capital Management, LLC $98M
- Dorchester Advisors LLC $83M
- Prospect Hill Management, LLC $257M
- Oceanus Research LLC $3.0M
- Oceanus Capital Management $5.5M
See all 7 fee-only advisers in Short Hills →
Nearby
- Summit 8 firms
- Vauxhall 1 firm
- Livingston 1 firm
- Maplewood 1 firm
- Springfield 2 firms
- South Orange 1 firm
- Florham Park 1 firm
- Union 1 firm
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