# Potter Advisors LLC

> Potter Advisors LLC is a state-registered investment advisory firm in Houston, TX, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated October 31, 2023.

- CRD: 165126
- Filed as: POTTER ADVISORS LLC
- Legal name: The Carrie Potter Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: October 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165126
- AdvisorCensus page: https://advisorcensus.com/firm/potter-advisors-llc-houston-tx-165126

## Quick answers

**How is Potter Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Potter Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Potter Advisors LLC located?**
Potter Advisors LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Potter Advisors LLC registered with the SEC or a state?**
Potter Advisors LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 165126.

**Does Potter Advisors LLC 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/165126

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- potteradvisors.com
- Facebook @carriegpotter
- Instagram @carriegpotter
- LinkedIn @carriegpotter
- X @carriegpotter

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Potter Advisors LLC (CRD 165126): Form ADV filing data as of October 2026.