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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WEST POTOMAC CAPITAL LLC

CRD 309094

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:762e55d3-9207-b6ab-7c2f-e3950d73238a

Data as of Mar 12, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 0
Observed: Nov 16, 2022 to Mar 12, 2024
7 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.3MItem 5.F on the latest filing (2024-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.3M
Private client RAUM: $5.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $0gross asset value as reported per fund; never fund size
SEC number: 801-127050
CRD: 309094
Filings on the tape: 7
First filed: Nov 16, 2022
Latest filed: Mar 12, 2024
Organised: Limited Liability Company, Virginia

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WPC FINANCIALS IMPACT FUND I LP	Other Private Fund	$0	Mar 12, 2024	0	Mar 12, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Montano, Trevor	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	12/2019	Nov 16, 2022	Mar 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WPC FINANCIALS IMPACT I GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Jan 18, 2023	$2.5B	$0	2	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$5.3M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Advises (1)

→ WPC FINANCIALS IMPACT FUND I LPPrivate fundOther Private Fund, IA
Mar 12, 2024 to presentfactForm ADV

Controls (1)

← Montano, TrevorOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 16, 2022 to presentfactForm ADV

Dated events

Occurred
Mar 12, 2024
Regulatory AUM changed
West Potomac Capital Llc reported RAUM $5.3M, down 100% from $2.5B (2023-11-06 to 2024-03-12)
Form ADVobserved 5 days ago
$-2.5B
Occurred
Jan 18, 2023
Regulatory AUM changed
West Potomac Capital Llc reported RAUM $2.5B, down 70% from $8.3B (2022-11-16 to 2023-01-18)
Form ADVobserved 5 days ago
$-5.8B
Occurred
Nov 16, 2022
First Form ADV filing
West Potomac Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:762e55d3-9207-b6ab-7c2f-e3950d73238a
First observed: Nov 16, 2022
Last observed: Mar 12, 2024 30 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.

WEST POTOMAC CAPITAL LLC

CRD 309094

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:762e55d3-9207-b6ab-7c2f-e3950d73238a

Data as of Mar 12, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WPC FINANCIALS IMPACT FUND I LP

Other Private Fund

Mar 12, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Montano, Trevor

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

12/2019

Nov 16, 2022

Mar 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WPC FINANCIALS IMPACT I GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Jan 18, 2023

$2.5B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$5.3M

n/a