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Percheron Capital Advisors, L.L.C. (Potomac)


Percheron Capital Advisors, L.L.C. is a large advisory firm based in Potomac. It manages $42.79 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Maryland.

Percheron Capital Advisors, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Percheron Capital Advisors, L.L.C: assets under management

The assets under management (AUM) of Percheron Capital Advisors, L.L.C. is $42.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Percheron Capital Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Potomac

The principal office where Percheron Capital Advisors, L.L.C. performs its advisory services is located at 10220 River Road, Potomac, MD 20854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-765-0200 or by fax 301-765-0223. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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