Poterack Capital Advisory, Inc. (Charlotte)

Name: Poterack Capital Advisory, Inc.
Address: 2115 Rexford Road, Charlotte, NC, 28211
Telephone: 704-366-5776

Poterack Capital Advisory, Inc. is an adviser based in Charlotte. It manages $34.18 million of regulatory assets for 563 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois, Iowa, North Carolina, and South Carolina.

Poterack Capital Advisory provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Poterack Capital Advisory: assets under management

The assets under management (AUM) of Poterack Capital Advisory, Inc. is $34.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Poterack Capital Advisory, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Poterack Capital Advisory, Inc.

Poterack Capital Advisory, Inc. is owned by Dawn Marie Poterack. Ryan Richard Poterack has been acting as President since 1 Jul 2001.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ryan Richard Poterack	President/chief compliance officer	1 Jul 2001	Other	2065824
Dawn Marie Poterack	Owner	1 Jan 2006	75% - 100%	2752495

Based in Charlotte

The principal office where Poterack Capital Advisory, Inc. performs its advisory services is located at 2115 Rexford Road, Charlotte, NC 28211, which is also the mailing address of the firm. An additional office of the firm is in Davenport, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-366-5776 or by fax 704-366-5764. The normal business hours are by appointment only on Other. You can find more information about the New York firm at pca-inc.org.