# POTERACK CAPITAL ADVISORY, INC.

POTERACK CAPITAL ADVISORY, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 145340
- Type: SEC-registered investment adviser
- SEC file number: 801-69336
- Location: 2115 REXFORD ROAD, SUITE 311, CHARLOTTE, NC, 28211
- Phone: 704-366-5776
- Latest filing: 2012-06-26
- Regulatory AUM: $34.2M
- Discretionary AUM: $34.2M
- Clients: 6
- Accounts: 563

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| POTERACK DAWN MARIE | OWNER | — |
| POTERACK RYAN RICHARD | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145340/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145340/similar
- Related entities: https://search.stillhousedata.com/firm/145340/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145340

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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.