Potomac Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,250,393
Clients
44
Advisors
3
of 3 employees
About
Potomac Advisors serves primarily individual investors and, occasionally, pension and profit-sharing plans, trusts, estates and business entities, while also providing market-timing signals and allocation recommendations to unaffiliated registered advisers. The firm additionally acts as a sub-adviser to a registered investment company.
Its investment approach combines proprietary, quantitative EVO strategies that generate mechanical buy/sell signals with a Tactical Asset Allocation framework that uses quantitative screening and discretionary technical analysis. Under the signal-providing and sub-advisory arrangements the strategies are delivered as stand-alone signals for primary advisers to implement, whereas supervisory management for retail clients is tailored through a suitability questionnaire and account-specific allocations.
The firm is unusual among peers of its size because it licenses market‑timing signals to other advisers and serves as a sub-adviser, while maintaining a comparatively small regulatory AUM and a substantially larger amount of outside assets managed by primary advisers using its signals. Its EVO programs use concentrated, often “all‑in” allocations to leveraged and inverse mutual funds and incorporate explicit stop‑loss mechanics, a combination of features that differs from more conventional buy‑and‑hold advisors.
Client services
Expertise
Occupation focus
Fee options
Account minimum: $100,000 Minimum fee: Base minimum fee for Signal Providing Services: no less than $1,200 per quarter (<$100M AUM) or $2,000 per quarter (>$100M AUM) for Primary Advisers; negotiable. Fee-only: Supervisory Management Services fee: 2.0% annually of Net Assets under management, paid quarterly.
Main office
Lakewood Ranch FL
Advisors at this office
3
Most active in
Florida · Idaho
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mark P
Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.
Meghan P
Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Meghan Paul is a Series 65-licensed financial advisor with Potomac Advisors, Inc. in Lakewood Ranch, FL, where she has worked for 10 years. She has a total of 9 years of industry experience. Potomac Advisors primarily serves individual investors, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides proprietary, quantitative market-timing signals and tactical asset allocation strategies, acting also as a sub-adviser to a registered investment company.
Richard P
Series 63, Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, and business entities. The firm uses proprietary quantitative EVO strategies combined with tactical asset allocation and offers market-timing signals and sub-advisory services to other advisers in addition to managing retail client portfolios.
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