# Potomac Investment Management, Inc.

> Potomac Investment Management, Inc. is a state-registered investment advisory firm in Pittsburgh, PA, registered since 1990, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 119194
- Filed as: POTOMAC INVESTMENT MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119194
- AdvisorCensus page: https://advisorcensus.com/firm/potomac-investment-management-inc-pittsburgh-pa-119194

## Quick answers

**How is Potomac Investment Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Potomac Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Potomac Investment Management, Inc. located?**
Potomac Investment Management, Inc.'s principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Potomac Investment Management, Inc. registered with the SEC or a state?**
Potomac Investment Management, Inc. is a state-registered investment advisory firm, registered since 1990. Status as filed: APPROVED. CRD 119194.

**How much does Potomac Investment Management, Inc. manage?**
Potomac Investment Management, Inc. reports $11,379,808 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Potomac Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); charitable organizations (1).

**Does Potomac Investment Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119194

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,379,808
- Discretionary: $11,379,808
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,177,695 |
| High net worth individuals | Fewer than 5 | $7,202,113 |
| Charitable organizations | 1 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1990 (35 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Potomac Investment Management, Inc. (CRD 119194): Form ADV filing data as of October 2026.