Potomac Fund Management, Inc. (“Potomac”), a tactical asset manager specializing in risk-management solutions, today announced it has surpassed $5 billion in assets under management (AUM), reflecting growing demand from financial advisors for disciplined, risk-managed investment solutions designed to help clients navigate changing market cycles.
The milestone comes as advisors increasingly recognize that today’s markets require more than static portfolio allocations. As volatility, economic uncertainty, and rapidly changing conditions continue to challenge investors, advisors are increasingly embracing disciplined, rules-based investment processes built to adapt as market conditions evolve and help clients remain invested through periods of uncertainty.
Since ending 2019 with approximately $140 million in AUM, Potomac has grown to more than $5 billion today, an increase of more than 3,400%. Growth has only accelerated with a $2 billion increase in the last 8 months alone, while the number of financial advisors using Potomac’s strategies has increased over 60%.
“If you can’t grow given today’s technology and efficiency tailwinds, you should sell your business,” said Manish Khatta, CEO of Potomac. “The formula is simple: lead with content and transparency sprinkled with the relentless will to reinvest back into your business.”
To support that momentum, Potomac has invested heavily across the business. Headcount has more than doubled over the past six months, with additions spanning investment research, sales, marketing, and operations. Potomac has also broadened its advisor offering by launching an enhanced Self-Directed Brokerage Account (SDBA) solution, expanding distribution for its Focused Growth Strategy and expanding adoption of its advisor-focused analytics tool, Guardrails – all designed to help advisors deliver institutional-quality portfolio management with greater operational efficiency.
Looking ahead, Potomac’s priorities center on expanding its research capabilities, technology platform, and advisor education resources, including further growth of the Potomac Union TAMP and its SDBA business. To house its larger team, the firm is expanding its Bethesda headquarters from approximately 8,000 square feet to more than 14,000 square feet, adding dedicated meeting rooms and collaboration space. Construction is expected to be completed in October 2026.
For more information, please visit potomac.com
About Potomac Fund Management
Headquartered in Bethesda, Maryland, Potomac is an SEC-registered investment advisor specializing in quantitative, risk-managed portfolio solutions for financial advisors. Combining institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®, Potomac provides differentiated tactical management rooted in data, transparency, and discipline.
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