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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

NEW POTOMAC PARTNERS LLC

CRD 170061

NORTH BETHESDA, MD

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:9aa79737-67a8-25cb-553e-bdca0dae61c4

Data as of Mar 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Oct 6, 2014 to Mar 19, 2025
34 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: $59.3MItem 5.F on the latest filing (2025-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $51.0M
Private client RAUM: $55.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 69
Individual clients: 20
High net worth clients: 13
SEC number: 801-80463
CRD: 170061
Filings on the tape: 34
First filed: Oct 6, 2014
Latest filed: Mar 19, 2025
Organised: Limited Liability Company, DE
Website: newpotomacpartners.com

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
MITLER, ROBIN, ANNE	Member	C	yes	10/2014	Oct 7, 2014	Dec 12, 2024
STRAUS, DAVID, LAWRENCE	MANAGING MEMBER/CCO	D	yes	10/2014	Oct 6, 2014	Dec 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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
2024	Mar 19, 2025	$59.3M	$51.0M	2	2	1	n/a	n/a
2023	Feb 23, 2024	$211M	$198M	3	3	1	n/a	n/a
2022	Mar 29, 2023	$166M	$10.9M	3	3	1	n/a	n/a
2021	Mar 4, 2022	$202M	$187M	3	3	1	n/a	n/a
2020	Mar 25, 2021	$179M	$166M	3	3	1	n/a	n/a
2019	Mar 20, 2020	$155M	$139M	3	3	1	n/a	n/a
2018	Mar 1, 2019	$138M	$129M	3	3	0	n/a	n/a
2017	Mar 22, 2018	$141M	$134M	3	3	0	n/a	n/a
2016	Mar 29, 2017	$141M	$134M	3	3	n/a	n/a	n/a
2015	Mar 15, 2016	$132M	$126M	3	3	n/a	n/a	n/a
2014	Mar 30, 2015	$134M	$126M	3	3	n/a	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
2024	$59.3M	$211M	-71.9%	$202M	-33.6%	2	3	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
JOHNSTON LEMON ASSET MANAGEMENT INC	2	Jan 16, 2015	Apr 14, 2015	WASHINGTON, DC	Team lift out	Other	40.0%

Relationships

Affiliated with (1)

← CONTINUITY WEALTH GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← DAVID LAWRENCE STRAUSAdvisorregistration: previous registration
Apr 13, 2015 to Jun 12, 2025factForm ADV
← ROBIN ANNE MITLERAdvisorregistration: previous registration
Apr 23, 2015 to Jun 12, 2025factForm ADV
← JOSHUA AARON OLDSAdvisorregistration: previous registration
Apr 14, 2015 to Oct 8, 2024factForm ADV

Controls (2)

← STRAUS, DAVID, LAWRENCEOwnerMANAGING MEMBER/CCO, ownership code D, individual
Oct 6, 2014 to Dec 12, 2024factForm ADV
← MITLER, ROBIN, ANNEOwnerMEMBER, ownership code C, individual
Oct 7, 2014 to Dec 12, 2024factForm ADV

Moved with (1)

← JOHNSTON LEMON ASSET MANAGEMENT INCRegistered adviser2 advisors, team lift out, same day
Jan 16, 2015 to Apr 14, 2015factForm ADV

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
New Potomac Partners Llc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $59.3M)
Form ADVobserved 5 days ago
$59.3M
Occurred
Jun 12, 2025
Advisor changed firm
Robin Anne Mitler left New Potomac Partners Llc for Strathmore Capital Advisors (registered 2025-06-18)
Form ADVobserved 5 days ago
Occurred
Jun 12, 2025
Advisor changed firm
David Lawrence Straus left New Potomac Partners Llc for Strathmore Capital Advisors (registered 2025-06-23)
Form ADVobserved 5 days ago
Occurred
Mar 19, 2025
Regulatory AUM changed
New Potomac Partners Llc reported RAUM $59.3M, down 72% from $210.8M (2024-12-12 to 2025-03-19)
Form ADVobserved 5 days ago
$-151M
Occurred
Oct 11, 2024
Control person left
Aaron Joshua Olds (Member) no longer on Schedule A of New Potomac Partners Llc (listed 2024-02-23, absent 2024-10-11)
Form ADVobserved 5 days ago
Occurred
Oct 8, 2024
Advisor changed firm
Joshua Aaron Olds left New Potomac Partners Llc for Newedge Advisors (registered 2024-10-04)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2014
First Form ADV filing
Cupar Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9aa79737-67a8-25cb-553e-bdca0dae61c4
First observed: Oct 6, 2014
Last observed: Mar 19, 2025 18 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.

NEW POTOMAC PARTNERS LLC

CRD 170061

NORTH BETHESDA, MD

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:9aa79737-67a8-25cb-553e-bdca0dae61c4

Data as of Mar 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MITLER, ROBIN, ANNE

Member

yes

10/2014

Oct 7, 2014

Dec 12, 2024

STRAUS, DAVID, LAWRENCE

MANAGING MEMBER/CCO

yes

10/2014

Oct 6, 2014

Dec 12, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 19, 2025

$59.3M

$51.0M

n/a

2023

Feb 23, 2024

$211M

$198M

n/a

2022

Mar 29, 2023

$166M

$10.9M

n/a

2021

Mar 4, 2022

$202M

$187M

n/a

2020

Mar 25, 2021

$179M

$166M

n/a

2019

Mar 20, 2020

$155M

$139M

n/a

2018

Mar 1, 2019

$138M

$129M

n/a

2017

Mar 22, 2018

$141M

$134M

n/a

2016

Mar 29, 2017

$141M

$134M

n/a

2015

Mar 15, 2016

$132M

$126M

n/a

2014

Mar 30, 2015

$134M

$126M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$59.3M

$211M

-71.9%

$202M

-33.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

JOHNSTON LEMON ASSET MANAGEMENT INC

Jan 16, 2015

Apr 14, 2015

WASHINGTON, DC

Team lift out

Other

40.0%