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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-20-2022
- Office Locations
- 2
Office Locations
About Greatdane Investment LLC
GreatDane Investment LLC is a fee-for-advice-only RIA providing comprehensive financial planning and investment portfolio construction/management for individuals and families. As a fiduciary, the firm delivers objective, transparent guidance and does not sell products or earn commissions. Public profile data indicates an ETF-focused SMA approach.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 78 clients, or 39 clients per representative. That equates to $413.1K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Greatdane Investment LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Todd Richard Potter
Chief Compliance Officer, Chief Investment Officer, Investment Adviser Representative, Principal
- CRD
- #4167814
- Ownership
- 50% but less than 75%
ISABEL MOOREA POTTER BIONDI
Investment Adviser Representative, Partner
- CRD
- #7405563
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,225,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,225,012 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Greatdane Investment LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.