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 advisory firm organized as an LLC and in operation since 2008. The firm is owned by an individual and charges clients on a percentage‑of‑AUM basis. Its clientele includes individuals and families as well as institutional and business clients. Core advisory services listed include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The dataset flags the firm as not an active ESG investor.
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 13
Melaney 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 70Active vs passive
$304M in ETFs
48%
$146M
52%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $53.4M | 1,348,728 | 17.59% |
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
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