# Xpotential Inc.

> Xpotential Inc. is a state-registered investment advisory firm in Short Hills, NJ, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 152793
- Filed as: XPOTENTIAL INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Short Hills, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152793
- AdvisorCensus page: https://advisorcensus.com/firm/xpotential-inc-short-hills-nj-152793

## Quick answers

**How is Xpotential Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Xpotential Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Xpotential Inc. located?**
Xpotential Inc.'s principal office is in Short Hills, NJ, according to its Form ADV.

**Is Xpotential Inc. registered with the SEC or a state?**
Xpotential Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152793.

**How much does Xpotential Inc. manage?**
Xpotential Inc. reports $91,123,335 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**What types of clients does Xpotential Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (24).

**Does Xpotential 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/152793

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $91,123,335
- Discretionary: $89,897,750
- Non-discretionary: $1,225,585

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $3,297,927 |
| High net worth individuals | 38 | $64,489,338 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,225,585 |
| Corporations or other businesses not listed above | Fewer than 5 | $22,110,485 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- xpotential.com
- xpsearch.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Xpotential Inc. (CRD 152793): Form ADV filing data as of October 2026.