RIA Intel›Advisers›Maryland›POTOMAC INVESTMENT MANAGEMENT, INC.

POTOMAC INVESTMENT MANAGEMENT, INC.

Advisory

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$1M

across 9 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

ELBRUS PARTNERS, LLC

$11M

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$12M

JWC CAPITAL MANAGEMENT, LLC

ANNAPOLIS, MD

$12M

FORESIGHT FINANCIAL SERVICES, LLC

LAUREL, MD

$11M

DAUNTLESS ADVISORY, LLC

$12M

EQUITY INCOME ADVISERS,INC.

BALTIMORE, MD

$12M

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