$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier eagleDelta
- Established Date
- 11-02-1990
- Office Locations
- 1
Office Locations
-- Pittsburgh PA
About Potomac Investment Management, Inc.
Potomac Investment Management, Inc. is a Pittsburgh, PA RIA serving retail and institutional clients with wealth planning and portfolio construction. Portfolios primarily use ETFs and mutual funds and may include alternative investments; SMA allocations are largely cash and equity ETFs. Custody is listed with Charles Schwab & Co., and the firm operates as a single-advisor boutique.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
$632.2K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Delta catalyst Zenith ridge
CRM
Pioneer atlas
Custodian
Fusion optima Pioneer summit Insight harbor Frontier focus Quantum quantum Quantum oak Harbor signal Focus Value
Investment Themes
North wave
Investment Vehicles
Focus Ember Radial
Platform
North Signal Meridian element Capital element Delta quantum Pathway Wave Radial foundation Insight Insight vector
Services
Meridian beacon Element Meridian Value Foundation unison
Technology
Frontier catalyst Unison harbor
Owner & Executives
C
CAMILLO ALEXANDER SCHMIDT
President
- CRD
- #1268095
- Ownership
- 75% or more
(912) 327-4434
ember.glacier@deltacapital.com
in linkedin.com/in/pathway-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,379,808 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,379,808 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,379,808
Cash:
35.3% Equity - Exchange:
64.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,636,482,368 | 35.3% |
| Equity - Exchange | $4,832,306,210 | 64.7% |
| Total | $7,468,788,578 | 100.0% |