Kolby
White

Potomac Fund Management

CRD#6679447
Investment Advisor
in Henrico, VA

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About this Advisor

Kolby White is a financial advisor based in Henrico, Virginia, working with Potomac Fund Management. Kolby has previously held positions at The Vanguard Group, Inc, Virginia Tech Football, Virginia Tech, Mason & Associates LLC, Liberty Mutual, Markel Corporation, Mainline Brewery, Providence Golf Course, Concord Asset Management, Navfac, and Potomac Fund Management. Kolby has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Kolby is part of Potomac Fund Management, which operates out of Henrico, Virginia. The firm has 24 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and publication of newsletters. The fee structure at Potomac Fund Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

Henrico, VA

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Potomac Fund Management Brokerage Details

Total Assets Under Management

$1,393,170,206

VA Average: $1,855,561,029
Total Number of Employees

24

VA Average: 62
Total Number of Accounts

2,289

VA Average: 2,474
Average Account Size

$608,637

VA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters

Kolby White Work History

2024 - Present (0 year)

Potomac Fund Management

2021 - Present (3 years)

Concord Asset Management

2021 - 2021 (< 1 year)

Providence Golf Course

2020 - 2021 (1 year)

Markel Corporation

2020 - 2020 (< 1 year)

Mainline Brewery

2019 - 2020 (1 year)

Liberty Mutual

2017 - 2019 (2 years)

Mason & Associates LLC

2016 - 2017 (1 year)

The Vanguard Group, Inc

2015 - 2015 (< 1 year)

Navfac

2012 - 2016 (4 years)

Virginia Tech Football

2012 - 2016 (4 years)

Virginia Tech

Disclosures

Please visit the SEC profile of Kolby White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Potomac Fund Management

Wes Mccrimmon
Miami, FL
Jonathon Lovingood
Miami, FL
Linwood Reynolds
Salem, VA
Michael Rogers
Texarkana, TX
Kolby White
Henrico, VA
Jonathan Fecko
Miami, FL
Jon Ferraiolo
Miami, FL
Emilio Estrada
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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