Steven Flewelling
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.
Firm
Potomac
Location
Cle Elum, WA
Credentials
Series 63, Series 65, Series 66
Industry experience
21 years
About
Steven Flewelling is a financial advisor at Cumberland Advisors with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Advisors Asset Management, Inc., Bank of America, Merrill Lynch, and Neuberger Berman. Cumberland Advisors serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, corporations, and government entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, with a focus on active municipal and taxable bond management and a tactical trend strategy integrated into its separately managed account platform.
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
Cle Elum, WA
Most active in
Steven F has reported serving >5 clients in these states in the last 12 months.
Maryland · Washington
Work history
Potomac Fund Management, Inc.
2026 - Present (1 year)
Cumberland Advisors
2025 - 2026 (1 year)
Unemployed
2025 - 2025 (1 year)
Advisors Asset Management, inc
2019 - 2025 (6 years)
Bank of America, N.A.
2018 - 2019 (1 year)
Merrill
2017 - 2019 (2 years)
Neuberger Berman LLC
2012 - 2017 (5 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.
Ryan H
Series 63, Series 65
Cle Elum, WA
Sound Financial Advisors, Inc.
Brent B
Series 63, Series 65
Cle Elum, WA
OSAIC
Nickolas R
Series 63, Series 66
Cle Elum, WA
Equitable Advisors
Eric T
Series 63, Series 66
Cle Elum, WA
LPL Financial
John Erik A
Series 63, Series 65
Cle Elum, WA
STIFEL
Lauren M
Series 66
Liberty, WA
Merrill
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