DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Harold Wayne Clemons

Potomacasset managerBethesda, Md dual registrantIAPD 1359599

Feed of 09/15/2026

At current firm

1 y

since Aug 26, 2025

In the industry

41 y

since May 10, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Potomac asset manager current
since Aug 26, 2025 · Bethesda, Md
Toews Asset Management asset manager
Oct 11, 2022 to Dec 2, 2024 · Northfield, Nj
Frost Investment Advisors, LLC asset manager
Jan 30, 2015 to Feb 3, 2021 · San Antonio, Tx
Tam Portfolios, LLC former
Mar 19, 2014 to Dec 31, 2014 · Dallas, Tx
Bny Mellon Securities Corporation other
Apr 24, 2007 to Jan 25, 2008 · Roanoke, Tx
Merrill Lynch Investment Managers LP unclassified
Apr 1, 2004 to Nov 20, 2006 · Roanoke, Tx

Moves

a registration end followed by a registration begin elsewhere

Toews Asset Management to Potomac
left Dec 2, 2024, registered Aug 26, 2025 (267 days) · Other
Frost Investment Advisors, LLC to Toews Asset Management
left Feb 3, 2021, registered Oct 11, 2022 (615 days) · Other
Tam Portfolios, LLC to Frost Investment Advisors, LLC
left Dec 31, 2014, registered Jan 30, 2015 (30 days) · Other
Bny Mellon Securities Corporation to Tam Portfolios, LLC
left Jan 25, 2008, registered Mar 19, 2014 (2245 days) · Other
Merrill Lynch Investment Managers LP to Bny Mellon Securities Corporation
left Nov 20, 2006, registered Apr 24, 2007 (155 days) · Other

Signals

Harold Wayne Clemons left Toews Asset Management for Potomac (registered 2025-08-26)
Dec 2, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address