Potomac Investment Company
● SEC registered since 2026CRD 14553SEC# 801-135351
Reg. AUM
$107M
Employees
2
Accounts
41
Location
—
Potomac Investment Company assets under management
Potomac Investment Company is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $107 million in regulatory assets under management and employs 2 people.
Potomac Investment Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Schwartz Greenwald Control | President/Cco | Over 75% | 1983 |
Frequently asked questions
How much does Potomac Investment Company manage?
Potomac Investment Company reports $107 million in regulatory assets under management on its Form ADV.
How many employees does Potomac Investment Company have?
Potomac Investment Company reports 2 employees.
Does Potomac Investment Company disclose fund performance?
Potomac Investment Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 240-274-7810 |
| Office hours | 9-6 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$107MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$107Mregulatory AUM
Discretionary $107M