Xpotential Inc.

RIASEC Registered

Total AUM

$91.1M

Discretionary

$89.9M

99% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Short Hills, New Jersey
CRD number: 152793
Website: xpotential.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: HNWI70.77%
Corporations / Businesses24.26%
Individuals3.62%
Pension & Profit Sharing Plans1.34%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Xpotential Inc. is a privately held corporate RIA that serves individual and family clients on a fee basis tied to assets under management. The firm lists portfolio management for individuals/small businesses and for businesses or institutions among its advisory services, and it also notes pension consulting services. Ownership is by an individual rather than a broader institutional group. Xpotential is not positioned as an ESG-focused manager and is not identified as a multistate adviser. The firm is not described as a capital allocator to external managers, suggesting it primarily manages client portfolios directly rather than operating a fund-of-funds or similar intermediary structure.