LP Profile

Potomac Advisors

Also known as potomac

Wealth ManagerLakewood Ranch, United StatesFounded 2003
Lakewood Ranch
Headquarters
Investment Focus

About Potomac Advisors

Potomac Advisors is a wealth management and investment advisory firm based in Lakewood Ranch, Florida, founded in 2003. It runs algorithmic strategies branded EVO, built on technical analysis and quantitative models rather than discretionary stock picking. The firm states that its models have been developed over 19 years and aim to capture about 85 percent of market upside while limiting losses to about 50 percent of market downside. It offers its strategies to individual investors for retirement investing and provides signals to other financial firms.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Potomac Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.3B
Total Clients
2,385
Filing Date
May 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Potomac Advisors?

Potomac Advisors is a wealth manager based in Lakewood Ranch, United States.

Where is Potomac Advisors headquartered?

Potomac Advisors is headquartered in Lakewood Ranch, United States.

When was Potomac Advisors founded?

Potomac Advisors was founded in 2003.

How can I contact Potomac Advisors?

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