RIA Intel›Advisers›New Jersey›XPOTENTIAL INC.

XPOTENTIAL INC.

Advisory

SHORT HILLS, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NJ

#602

of 775 advisers by AUM

Average account

$1M

across 68 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$91M

Discretionary AUM$90M

Non-Discretionary AUM$1M

Discretionary %98.7%

Total Clients62

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ, NY, TX

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

62 clients

38 high-net-worth

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

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

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