Manish Khatta
Advisor at Potomac
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Manish Khatta is a Series 65-licensed financial advisor with Potomac, where he has worked since 2002, bringing 23 years of industry experience. He is based in Bethesda, MD, and has been with Potomac Fund Management, Inc. for over two decades. Potomac provides discretionary portfolio management and model-portfolio services to a diverse client base, including individual investors, pensions, trusts, corporations, and other advisers. The firm emphasizes tactical asset allocation through affiliated mutual funds and model strategies, utilizing a proprietary risk-scoring tool called Guardrails to tailor strategy blends for clients.
Fee options
$0 - $100,000: 0.40% $100,000 - $500,000: 0.32% $500,000 - $1,000,000: 0.28% $1,000,000+: 0.20%
Account minimum: $20,000
Location
7373 Wisconsin Ave., Suite #750
Bethesda, MD 20814
Most active in
Manish K has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland
Work history
Potomac Fund Management, Inc.
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Alexander L
CFA®, Series 63
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Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Kathleen M
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
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