Michael Walton Rogers
Investment adviser representative at Potomac
10 yearsExperience
1 stateRegistered in
$3.3BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Paralel Distributors LLCMay 2026 to now
- PotomacNov 2022 to now
- Potomac Fund ManagementNov 2022 to now
- Arbor Court Capital, LLCApr 2025 to Oct 2025
- True North Wealth Strategies, LLCJun 2022 to Oct 2022
- Flexible Plan Investments, Ltd.Dec 2020 to May 2022
- True North Wealth Strategies, LLCSep 2020 to Nov 2020
- Vita Advisory SolutionsOct 2019 to Dec 2020
- Pgr SolutionsMar 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Potomac
Legal name: Potomac Fund Management Inc
$3.3BAssets managed
1,261Clients
25Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2419547
- Firm CRD
- 105413