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.

Former SEC-registered adviser

New Potomac Partners LLC

Former SEC-registered adviserNorth Bethesda, MarylandCRD 170061SEC 801-80463website IAPD

Latest filing Mar 19, 2025

First filing on the tape Oct 6, 2014 · 34 filings

SEC status approved since Oct 16, 2014

RAUM

$59.3M

reported, Item 5.F

Discretionary

86%

of RAUM

Private clients

93%

$55.4M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

34 filings and snapshots on the tape

RAUM$59.3M as of Mar 19, 2025

Mar 30, 2015$134M then

HNW client RAUM$43.7M as of Mar 19, 2025

Mar 22, 2018$112M then

State-registered IARs (5.B.3)2 as of Mar 19, 2025

Mar 30, 20153 then

Employees (5.A)2 as of Mar 19, 2025

Mar 30, 20153 then

Private funds: no history

RAUM -72% over the last fiscal year-34% a year over threeIARs 3 to 2

Practice profile

derived from the filing of Mar 19, 2025; every figure names its basis

RAUM per advisor: $29.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 17derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.4MderivedHNW RAUM over HNW clients
Average account: $859,464derivedRAUM over accounts (5.F.2.f)
Discretionary: 86%derivedof RAUM
Institutional: 3.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: -72%derivedbetween the last two annual amendments
Advisor growth, one year: -33%derivedItem 5.B.3 between annual amendments
Client growth, one year: -66%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Wrap fee program: $51.0MreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$43.7M74%
Individuals$11.7M20%
Charitable organizations$2.1M3.5%
Other investment advisers$1.2M2.0%
Corporations and businesses$660,9831.1%

Individual clients: 20reported
HNW clients: 13reported
Pension plan clients: 0reported
Charitable clients: 1reported
Accounts: 69reported
Financial planning clients: 1-10reported
Wrap fee programs: $51.0M sponsored, $51.0M managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

David Lawrence Straus to Strathmore Capital Advisors
Jun 12, 2025 · RIA to RIA
Robin Anne Mitler to Strathmore Capital Advisors
Jun 12, 2025 · RIA to RIA
Joshua Aaron Olds to Newedge Advisors
Oct 8, 2024 · RIA to affiliated broker-dealer or bank

Joined, latest

Robin Anne Mitler from Johnston Lemon Asset Management Inc
Apr 23, 2015 · Other
Joshua Aaron Olds from Johnston Lemon Asset Management Inc
Apr 14, 2015 · Other
David Lawrence Straus from Johnston Lemon Asset Management Inc
Apr 13, 2015 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from Johnston Lemon Asset Management Inc
Jan 16, 2015 · Washington, Dc

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Anne Robin Mitler · Membercontrol
since 10/2014 · owns 25% to 50%
Lawrence David Straus · Managing Member/Ccocontrol
since 10/2014 · owns 50% to 75%

Related persons

Schedule D 7.A

No related person reported.

Advisers that list New Potomac Partners LLC as a related person

331426 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Chapel Hill, Nc	0	0	0
North Bethesda, Md · principal	0	0	0

Offices

Schedule D 1.F, the 25 largest

, 1 employees

What changed

consecutive filings, newest first

Accounts · 121 to 69
Dec 12, 2024 to Mar 19, 2025
Advisory employees · 3 to 2
Dec 12, 2024 to Mar 19, 2025
HNW clients · 32 to 13
Dec 12, 2024 to Mar 19, 2025
Individual clients · 64 to 20
Dec 12, 2024 to Mar 19, 2025
Assets in custody · 30199683.0 to unset
Dec 12, 2024 to Mar 19, 2025
Custody of client assets · true to false
Dec 12, 2024 to Mar 19, 2025
Employees · 3 to 2
Dec 12, 2024 to Mar 19, 2025
State-registered IARs · 3 to 2
Dec 12, 2024 to Mar 19, 2025
Discretionary RAUM · $198M to $51.0M
Dec 12, 2024 to Mar 19, 2025
HNW RAUM · $94.5M to $43.7M
Dec 12, 2024 to Mar 19, 2025
Individual RAUM · $105M to $11.7M
Dec 12, 2024 to Mar 19, 2025
Non-discretionary RAUM · $12.4M to $8.3M
Dec 12, 2024 to Mar 19, 2025
RAUM · $211M to $59.3M
Dec 12, 2024 to Mar 19, 2025
Wrap assets (manager) · $0 to $51.0M
Dec 12, 2024 to Mar 19, 2025
Wrap assets (sponsor) · $104M to $51.0M
Dec 12, 2024 to Mar 19, 2025
Accounts · 176 to 121
Dec 14, 2023 to Feb 23, 2024
Corporate clients · 4 to 3
Dec 14, 2023 to Feb 23, 2024
HNW clients · 22 to 32
Dec 14, 2023 to Feb 23, 2024
Individual clients · 30 to 64
Dec 14, 2023 to Feb 23, 2024
Financial planning clients · 11-25 to 1-10
Dec 14, 2023 to Feb 23, 2024
Discretionary RAUM · $156M to $198M
Dec 14, 2023 to Feb 23, 2024
HNW RAUM · $73.0M to $94.5M
Dec 14, 2023 to Feb 23, 2024
Individual RAUM · $11.1M to $105M
Dec 14, 2023 to Feb 23, 2024
Non-discretionary RAUM · $10.9M to $12.4M
Dec 14, 2023 to Feb 23, 2024
RAUM · $166M to $211M
Dec 14, 2023 to Feb 23, 2024
Wrap assets (sponsor) · $0 to $104M
Dec 14, 2023 to Feb 23, 2024
Discretionary RAUM · $10.9M to $156M
May 16, 2023 to Dec 14, 2023
Non-discretionary RAUM · $156M to $10.9M
May 16, 2023 to Dec 14, 2023
HQ city · BETHESDA to NORTH BETHESDA
Mar 29, 2023 to May 16, 2023
Accounts · 166 to 176
Dec 6, 2022 to Mar 29, 2023
Advisory activities · 2 to 3
Dec 6, 2022 to Mar 29, 2023
Corporate clients · 2 to 4
Dec 6, 2022 to Mar 29, 2023
HNW clients · 16 to 22
Dec 6, 2022 to Mar 29, 2023
Individual clients · 34 to 30
Dec 6, 2022 to Mar 29, 2023
Assets in custody · $202M to $30.2M
Dec 6, 2022 to Mar 29, 2023
Discretionary RAUM · $187M to $10.9M
Dec 6, 2022 to Mar 29, 2023
HNW RAUM · $8.2M to $73.0M
Dec 6, 2022 to Mar 29, 2023
Individual RAUM · $91.0M to $11.1M
Dec 6, 2022 to Mar 29, 2023
Non-discretionary RAUM · $14.9M to $156M
Dec 6, 2022 to Mar 29, 2023
RAUM · $202M to $166M
Dec 6, 2022 to Mar 29, 2023

Signals

7 dated events

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

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026