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Kolby Edward White

Potomac Fund Management

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About Kolby Edward White

Kolby Edward White is an Investment Advisor Representative with Potomac Fund Management in Henrico, Virginia. Kolby has been in the financial services industry since August 2016. Kolby is registered with the state of Virginia as an Investment Advisor Representative. Previously, Kolby was registered as a Registered Representative with Centaurus Financial, Inc. in Newport News, Virginia and with Vanguard Marketing Corporation in Charlotte, North Carolina. Kolby has a Series 7, Series 63, and Series 65 license. Kolby is a graduate of Virginia Tech. Potomac Fund Management is a registered investment advisor with the Securities and Exchange Commission. The firm provides investment advisory services to individuals, investment companies, and businesses. The firm manages approximately $1.4 billion in assets.

Firm Information

Kolby White is currently registered with Potomac Fund Management. Potomac Fund Management is an investment advisor based in MIAMI, FL. The firm provides portfolio management for individuals, investment companies, and publishes periodicals. Potomac Fund Management manages $1.39 billion in assets for 2,289 clients.
Potomac Fund Management

777 BRICKELL AVE.

MIAMI, FL 33131

$1.39B

Assets Under Management

38

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kolby White’s Registration & Firm History

VA

01/05/2024 - Present

Potomac Fund Management (Henrico VA)

VA

08/24/2017 - 01/16/2019

CENTAURUS FINANCIAL, INC. (NEWPORT NEWS VA)

NC

08/01/2016 - 07/28/2017

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kolby Edward White.
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