Passive Capital Management, LLC

Passive Capital Management, LLC (CRD# 142870) is a financial advisory firm headquartered in Syracuse, NY. They manage $863,711,585 in 368 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
Salina Place, 205 S. Salina Street, Suite 403, Syracuse, NY 13202
https://www.llinkedin.com/company/passive-capital-managementllc/
By the Numbers
  • Total Assets Under Management
    864
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $2,347,042
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Passive Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jacob Asplundh, financial advisor Baltimore MD
Jacob P. Asplundh
CRD#: 6053041
2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

Jacob Asplundh (CRD# 6053041) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 11 years of experience in the finance industry.

2
Jonathan Farber, financial advisor Baltimore MD
Jonathan E. Farber
CRD#: 1933511
2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

Jonathan Farber (CRD# 1933511) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 34 years of experience in the finance industry.

3
Jeffrey Fountain, financial advisor Baltimore MD
Jeffrey C. Fountain
CRD#: 6209449
2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

Jeffrey Fountain (CRD# 6209449) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 8 years of experience in the finance industry.

4
Scott Reinhardt, financial advisor Syracuse NY
Scott D. Reinhardt
CRD#: 2401216
Salina Place-205 South Salina Street, Suite 403, Syracuse, NY 13202

Scott Reinhardt (CRD# 2401216) is an Investment Advisor Representative working at Passive Capital Management, LLC in Syracuse, NY and has over 26 years of experience in the finance industry.

5
Daniel Strine, financial advisor Baltimore MD
Daniel Z. Strine
CRD#: 3083431
2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

Daniel Strine (CRD# 3083431) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 21 years of experience in the finance industry.

6
David Trossman, financial advisor Baltimore MD
David A. Trossman
CRD#: 2291604
2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

David Trossman (CRD# 2291604) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 22 years of experience in the finance industry.

7
Jacob Farabee, financial advisor Syracuse NY
Jacob J. Farabee
CRD#: 7186293
205 S. Salina Street, Suite 403, Syracuse, NY 13202

Jacob Farabee (CRD# 7186293) is an Investment Advisor Representative working at Passive Capital Management, LLC in Syracuse, NY and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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