Passive Capital Management, LLC

Overview

Passive Capital Management, LLC is an SEC registered investment adviser based in Syracuse, NY, registered since 2008. It reports $997M in assets under management across 428 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$997M

Discretionary

99%

Accounts

428

Average account

$2.3M

Employees

8

Advisory reps

9

Registered since

2008

Jurisdictions

14

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 8

• Jeffrey Carr Fountain Jr Chief Compliance Officer CRD 6209449
• Scott Dewitt Reinhardt Founding Member, Chief Compliance Officer CRD 2401216
• Daniel Zanti Strine Partner, Operating Shareholder CRD 3083431

5 more executive officers, with direct contact details

Advisory reps 3 of 9

• Jacob Paul Asplundh Investment Adviser Rep CRD 6053041
• Isaiah Raymond Byrd-Braxton Investment Adviser Rep CRD 8012045
• Jacob Joseph Farabee Investment Adviser Rep CRD 7186293

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

205 S Salina St Ste 403
Syracuse, NY 13202

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: passivecapital.com

Every state, with registration dates

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