Passive Capital Management, LLC

Passive Capital Management, LLC (CRD# 142870) is a financial advisory firm headquartered in Syracuse, NY. They manage $408,000,000 in 543 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    408
    MILLION
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $751,381
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MA, MD, NJ, NY, PA, VA

Financial Advisors at Passive Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Scott D. Reinhardt
CRD#: 2401216
2 Clinton Square, Suite 215, Syracuse, NY 13202
96
Wealthminder
score

Scott Reinhardt (CRD# 2401216) is an Investment Advisor Representative working at Passive Capital Management, LLC in Syracuse, NY and has over 19 years of experience in the finance industry.

2
David A. Trossman
CRD#: 2291604
2328 West Joppa Road, Suite 120, Lutherville-Timonium, MD 21093
96
Wealthminder
score

David Trossman (CRD# 2291604) is an Investment Advisor Representative working at Passive Capital Management, LLC in Lutherville-Timonium, MD and has over 15 years of experience in the finance industry.

3
Margaret H. Boblitz
CRD#: 717211
2328 West Joppa Road, Suite 120, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Margaret Boblitz (CRD# 717211) is an Investment Advisor Representative working at Passive Capital Management, LLC in Lutherville-Timonium, MD and has over 9 years of experience in the finance industry.

4
Jonathan E. Farber
CRD#: 1933511
2328 West Joppa Road, Suite 120, Perryville, MD 21903
93
Wealthminder
score

Jonathan Farber (CRD# 1933511) is an Investment Advisor Representative working at Passive Capital Management, LLC in Perryville, MD and has over 26 years of experience in the finance industry.

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