PASSIVE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SYRACUSE, New York
- CRD number
- 142870
- Registered since
- February 6, 2008
- Website
- passivecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75%
- Individuals8.31%
- Charitable Organizations7.9%
- Corporations / Businesses5.79%
- Pension & Profit Sharing Plans3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Passive Capital Management, LLC is an independent, SEC-registered registered investment adviser formed in 2008 and structured as an LLC. It serves both individual and institutional clients, charging fees based on a percentage of assets under management. The firm focuses on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its operating approach is predominantly public-funds and index-oriented rather than active stock-picking or ESG-driven management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 12Melaney Fingles
Investment Adviser RepresentativeCRD 7621320
MARGARET BOBLITZ
PrincipalCRD 717211
Jacob Farabee
Investment AdvisorCRD 7186293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$317M in ETFs
48%
$151M
52%
$166M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $55.2M | 1,419,268 | 17.42% |
Location
SYRACUSE, NY
ONONDAGA
Location
SYRACUSE, NY
Headquartered in SYRACUSE, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- ONONDAGA
- Address
- Pl 205 S Salina St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
J.W.BURNS & COMPANY, INC.
RIASYRACUSE, NY
REAGAN COMPANIES ASSET MANAGEMENT, INC
RIASYRACUSE, NY
LIPE & DALTON INVESTMENT COUNSEL
RIASYRACUSE, NY
RIALTO WEALTH MANAGEMENT
RIASYRACUSE, NY
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
RIASYRACUSE, NY
HAZARD & SIEGEL ADVISORY SERVICES LLC
RIASYRACUSE, NY