Kolby
White
Potomac Fund Management
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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
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Fee Structure
Office Location
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Potomac Fund Management Brokerage Details
$1,393,170,206
24
2,289
$608,637
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
Potomac Fund Management
Providence Golf Course
Concord Asset Management
Markel Corporation
Mainline Brewery
Liberty Mutual
Mason & Associates LLC
The Vanguard Group, Inc
Navfac
Virginia Tech Football
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
Miami, FL
Miami, FL
Salem, VA
Henrico, VA
Miami, FL
Texarkana, TX
Miami, FL
Miami, FL
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