Potomac Fund Management Inc
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 1,261
- Avg AUM / client
- $2.6M
- Accounts
- 2,385
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,137 | $88.0M | 2.68% |
| High net worth individuals | 120 | $88.9M | 2.71% |
| Investment companies | 4 | $3.1B | 94.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cleveland Clinic Savings And Investment Plan The Cleveland Clinic Foundation | 2024 |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Manish Kumar Khatta | President, Chief Executive Officer, Secretary | Jul 2002 (24y) | 75% or more | |
| Jeffrey Scott Goodnow | Chief Growth Officer | Jan 2017 (10y) | 10% – 25% | |
| Jennifer Gilliece Burton | Chief Operating Officer | Feb 2018 (8y) | Less than 5% | |
| Norton, Christopher, Robert | Chief Marketing Officer | Oct 2021 (5y) | Less than 5% | |
| Long, Justin, Tyler | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Kaitlyn Marie Humphries | Registered representative | Aug 2018 (8y) | ||
| Daniel Joseph Russo | Registered representative | Jul 2021 (5y) | ||
| Michael Walton Rogers | Registered representative | Nov 2022 (4y) | ||
| Mark A Ruhe | Registered representative | Aug 2023 (3y) | ||
| Jonathan Richard Ciampa | Registered representative | Mar 2024 (2y) | ||
| Anthony Joel Gonzales | Registered representative | Jun 2024 (2y) | ||
| Bally Idrissa Diakite | Registered representative | Dec 2024 (2y) | ||
| Ravneet Singh Chadha | Registered representative | May 2025 (1y) | ||
| Bradley Justin Whittaker | Registered representative | Jun 2025 (1y) | ||
| Robert Petrosyan | Registered representative | Aug 2025 (1y) | ||
| Harold Wayne Clemons | Registered representative | Aug 2025 (1y) | ||
| Gregory Ronald Levesque | Registered representative | Sep 2025 (1y) | ||
| Francis Patrick White | Registered representative | Sep 2025 (1y) | ||
| Michael D Heavey | Registered representative | Oct 2025 (1y) | ||
| John William Woodside Wiegmann | Registered representative | Dec 2025 (1y) | ||
| Holt Patrick Fogarty | Registered representative | Dec 2025 (1y) | ||
| Andrew Paul Gaebel | Registered representative | Apr 2026 (0y) | ||
| Steven Erwin Flewelling | Registered representative | Apr 2026 (0y) | ||
| Caroline Fauquier | Registered representative | May 2026 (0y) | ||
| Massimo Conti | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cleveland Clinic Savings And Investment Plan | The Cleveland Clinic Foundation | 68,206 | $9.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Charles Schwab & Co. $123M (4% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $105M (77% of AUM) Dec 2019
- Fidelity Distributors Company Llc $53.7M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗