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Passive Capital Management, LLC

Headquartered in SYRACUSE, NY

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Firm Information

Passive Capital Management, LLC is an investment advisor based in Syracuse, NY. The firm provides portfolio management services for individuals, businesses, and charitable organizations. They have over $863 million in regulatory assets under management. Their website can be found at https://passivecapital.com/.

Passive Capital Management, LLC

SALINA PLACE, 205 S. SALINA STREET

SYRACUSE, NY 13202

$863.71M

Assets Under Management

367

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PASSIVE CAPITAL MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

Syracuse, NY

location

Baltimore, MD

Advisors at Passive Capital Management, LLC

View All 8 Advisors
Unclaimed
Jacob Paul Asplundh

CFP®, RA

Baltimore, MD

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Unclaimed
Scott Dewitt Reinhardt

CFA®, RA

Syracuse, NY

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Jonathan Ennis Farber

RA

Baltimore, MD

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Unclaimed
Jacob Joseph Farabee

CFA®, RA

Syracuse, NY

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Unclaimed
Melaney Michelle Nicholls

RA

Baltimore, MD

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Unclaimed
Daniel Zanti Strine

RA

Baltimore, MD

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Unclaimed
David Andrew Trossman

CFP®, CFA®, RA

Baltimore, MD

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Unclaimed
Jeffrey Carr Fountain

CFP®, RA

Baltimore, MD

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Disclosures

There are no public disclosures for Passive Capital Management, LLC.

Frequently Asked Questions (9)

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