# POTOMAC ADVISORS, INC.

POTOMAC ADVISORS, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 131070
- Type: SEC-registered investment adviser
- SEC file number: 801-118200
- Phone: 941-870-3426
- Latest filing: 2026-03-19
- Regulatory AUM: $19.4M
- Discretionary AUM: $19.4M
- Clients: 3
- Accounts: 44

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| PAUL PHILIP S | EXECUTIVE VICE PRESIDENT, OPERATIONS, ASSISTANT SECRETARY | — |
| PAUL RICHARD MATTHEW | PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, CHAIRMAN BD OF DIRECTORS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131070/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131070/similar
- Related entities: https://search.stillhousedata.com/firm/131070/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131070

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.