Potomac

CRD 105413 · Bethesda, MD · $3.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105413
SEC number: 801-31311
Firm type: RIA
Assets under management: $3.3B as of May 27, 2026
Website: www.linkedin.com/COMPANY/POTOMACOFFICIAL ↗
Phone: (301) 901-3466
Address: 7373 Wisconsin Ave., Bethesda, MD, 20814

Advisors at this firm

23 in our index · page 1 of 1

Jennifer Gilliece BurtonCRD 6755112 · Berlin, MD

IA Registered
Jonathan Richard CiampaCRD 6069741 · Stoneham, MA

IA RegisteredRegistration inactive
Harold Wayne ClemonsCRD 1359599 · Estero, FL

IA RegisteredBroker
Massimo ContiCRD 8168118 · Bethesda, MD

IA Registered
Ravneet Singh ChadhaCRD 6918357 · Bethesda, MD

IA RegisteredBroker
Bally Idrissa DiakiteCRD 7935873 · Bethesda, MD

IA RegisteredBroker
Holt Patrick FogartyCRD 4711547 · Victoria, MN

IA RegisteredBroker
Caroline FauquierCRD 7775530 · Bethesda, MD

IA RegisteredBroker
Steven Erwin FlewellingCRD 2278947 · Cle Elum, WA

IA RegisteredBroker
Andrew Paul GaebelCRD 5365603 · Phoenixville, PA

IA RegisteredBroker
Anthony Joel GonzalesCRD 4168988 · Austin, TX

IA RegisteredBroker
Jeffrey Scott GoodnowCRD 2658065 · Hot Springs Village, AR

IA Registered
Michael D HeaveyCRD 2087128 · Bethesda, MD

IA RegisteredBroker
Kaitlyn Marie HumphriesCRD 6917006 · Centreville, MD

IA Registered
Manish Kumar KhattaCRD 4563404 · Bethesda, MD

IA Registered
Gregory Ronald LevesqueCRD 8130304 · Bethesda, MD

IA RegisteredBroker
Robert PetrosyanCRD 6840573 · Garden Grove, CA

IA RegisteredBroker
Michael Walton RogersCRD 2419547 · Texarkana, TX

IA Registered
Mark A RuheCRD 3020471 · Avon, OH

IA RegisteredBroker
Daniel Joseph RussoCRD 4308375 · Manhasset, NY

IA RegisteredRegistration inactive
Francis Patrick WhiteCRD 3043325 · Brentwood, TN

IA Registered
John William Woodside WiegmannCRD 6511864 · Bethesda, MD

IA RegisteredRegistration inactive
Bradley Justin WhittakerCRD 8109526 · Bethesda, MD

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 105413 ↗ FINRA BrokerCheck record for firm CRD 105413 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.