Passive Capital Management, LLC

Passive Capital Management, LLC (CRD# 142870) is a financial advisory firm headquartered in Syracuse, NY. They manage $827,646,000 in 750 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    828
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $1,103,528
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.

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

Financial Advisors at Passive Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
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 10 years of experience in the finance industry. Jacob Asplundh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret H. Boblitz
CRD#: 717211
2328 West Joppa Road, Suite 120, Lutherville-Timonium, MD 21093

Margaret Boblitz (CRD# 717211) 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
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 32 years of experience in the finance industry.

4
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 7 years of experience in the finance industry. Jeffrey Fountain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
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 25 years of experience in the finance industry.

6
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 19 years of experience in the finance industry.

7
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 21 years of experience in the finance industry. David Trossman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Anders S. Eliasson
CRD#: 7219165
2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

Anders Eliasson (CRD# 7219165) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 2 years of experience in the finance industry.

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