This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$17.0MItem 5.F on the latest filing (2023-11-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$17.0M

Private client RAUM

$15.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$5.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

46

Individual clients

39

High net worth clients

5

Custody, client assets

$17.0M

SEC number

801-118200

CRD

131070

Filings on the tape

14

First filed

Feb 8, 2020

Latest filed

Nov 10, 2023

Organised

Corporation, Florida

• Occurred

  Feb 8, 2020
  First Form ADV filing

  Potomac Advisors, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d12d544-33f2-1d8f-a84b-a00a8bfa5127

First observed

Feb 8, 2020

Last observed

Nov 10, 2023 34 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.