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Chase David Smith

Main Management, LLC

Rockford, MI

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Current Employers
Main Management, Llc

601 California Street Suite 300, San Francisco, CA 94108 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-08-01
  • MI RA
    APPROVED
    Since 2025-08-01

Branch Locations

Rockford, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Potomac Fund Management Miami FL 09/2021 07/2025
Potomac Fund Management Miami FL 04/2021 09/2021
Formula Folios Investment Grand Rapids MI 12/2018 04/2021
2M Financial Group Grand Rapids MI 05/2017 11/2018
Macy'S Kentwood MI 05/2015 01/2018
Full-Time Student Grand Rapids MI 09/2009 12/2017
Main Management Llc San Francisco CA 07/2025 Present
  • 09/2021 → 07/2025
    Potomac Fund Management
    Miami, FL
  • 04/2021 → 09/2021
    Potomac Fund Management
    Miami, FL
  • 12/2018 → 04/2021
    Formula Folios Investment
    Grand Rapids, MI
  • 05/2017 → 11/2018
    2M Financial Group
    Grand Rapids, MI
  • 05/2015 → 01/2018
    Macy'S
    Kentwood, MI
  • 09/2009 → 12/2017
    Full-Time Student
    Grand Rapids, MI
  • 07/2025 → Present
    Main Management Llc
    San Francisco, CA
Previous Registrations
  • 2021-09-29 → 2025-07-02
    Potomac
    Bethesda, MD
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-02

View on SEC IAPD

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