POTOMAC ASSET MANAGEMENT CO INC
B59
CRD 105730·SEC 801-16383·FREDERICK, MD
AUM
$114.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$343K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $114.3M
'21 · $114.3M
'22 · $114.3M
'23 · $114.3M
'25 · $114.3M
'26 · $114.3M
'20'26
$114.3M → $114.3M▬ 0%
Client mix
—
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.