From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution

Manish Khatta took over Potomac in 2017 with a $3M SBA loan, two young kids, and a firm that soon dropped from $185M to $140M in assets. Today, Potomac manages more than $3B.

In this episode of The Advisor Journey, Manish shares the real story behind that growth — the bets he made, the setbacks he fought through, and the discipline that shaped his leadership.

He talks about the importance of understanding your P&L, reinvesting aggressively, building a content-first brand, and hiring people who have already operated at the next level. Manish also breaks down why transparency became the core of Potomac’s marketing, how he built a scalable structure, and why speed matters when the industry shifts.

Advisors will walk away with clear insights on growth, identity, and the self-awareness required to build a firm that can keep climbing.

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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

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