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PASSIVE CAPITAL MANAGEMENT, LLC
CRD 142870 · SEC 801-68774
SALINA PLACE, 205 S. SALINA STREET, SUITE 403, SYRACUSE, NY, 13202, United States
Phone
315-478-3130
Fax
315-478-3148
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$996.9M
Discretionary AUM
$986.6M
Team
8 total employees; 8 advisory reps; 12 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 298 | $82.9M |
| High net worth individuals | 101 | $747.7M |
| Charitable organizations | 16 | $78.7M |
| Corporations/business entities | 9 | $57.7M |
States served
CA, CO, DC, MD, MA, NJ, NY, NC, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD