Xpotential Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 152793
· Short Hills, NJ
· www.xpotential.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $91.1M
- Discretionary
- $89.9M
- Clients
- 62
- Avg AUM / client
- $1.5M
- Accounts
- 68
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $3.3M | 3.62% |
| High net worth individuals | 38 | $64.5M | 70.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.2M | 1.34% |
| Corporations and other businesses | Fewer than 5 clients | $22.1M | 24.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel James O'donnell | Registered representative | CFA | Mar 2010 (16y) | |
| Vincent John Schott | Registered representative | Mar 2010 (16y) | ||
| James Lovas | Registered representative | Mar 2016 (10y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.05 MB | 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 businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Interactive Brokers $47.1M (52% of AUM) Mar 2026
- Charles Schwab & Co. $16.4M (18% of AUM) Mar 2026
- Matrix Trust Company $9.5M (10% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗