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Potomac Investment Company

● SEC registered since 2026CRD 14553SEC# 801-135351
Export (members)
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.
View on SEC.gov ↗

Potomac Investment Company owners & executives

1 reported
NameTitleOwnershipSince
Carol Schwartz Greenwald ControlPresident/CcoOver 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

Phone240-274-7810
Office hours9-6
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$107M
Non-discretionary$0
Total (RAUM)$107M