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The fee is billed in advance and is negotiable.","source":"POTENTIA 2026 ANNUAL ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Potentia RIA use?","answer":"Potentia RIA’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $569M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Potentia RIA have?","answer":"Potentia RIA has 7 investment adviser representatives registered with state securities authorities, out of 16 employees, and 7 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Potentia RIA invest in?","answer":"At the end of its last fiscal year, Potentia RIA’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 4% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Potentia RIA?","answer":"Potentia RIA’s direct owners are Kevin Swanson (75% or more) and Nicole Morris (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Potentia RIA get paid?","answer":"Potentia RIA is paid through a percentage of assets under management and fixed fees. 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