Holt Patrick Fogarty
Investment Adviser Representative at Potomac
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Holt Patrick Fogarty is an investment adviser representative with Potomac in Victoria, MN, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 3 firms, including SEI Investments Management Corp and Curian Capital, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado, Maryland, and Minnesota.
Registrations & licenses
- Investment adviser:
- Colorado, Maryland, Minnesota
- Broker:
11 states and territories
Colorado, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SEI Investments Management CorpMar 2016 – Sep 2024Oaks, PA
- SEI Investments Distribution Co.Mar 2016 – Sep 2024Oaks, PA
- Potomac Fund Management, Inc.Dec 2025 – no end date reportedBethesda, MD
- Rhumbline Financial Partners, LLCOct 2024 – Nov 2025Clark, CO
- Paralel Distributors LLCFeb 2026 – no end date reportedDenver, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Potomac
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $20,000
- $0 - $100,0000.40%
- $100,000 - $500,0000.32%
- $500,000 - $1,000,0000.28%
- Over $1,000,0000.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bethesda, MD
- SEC file number:
- 801-31311
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Holt Patrick Fogarty has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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