Passive Capital Management

EST. AUM
$996,942,091

CONTACTS
8

CLIENT ACCOUNTS
428

Firm Details

Metro area New York City
CRD Number 142870
Website passivecapital.com
Client types

Overview

Passive Capital Management, LLC is a fee-only, fiduciary registered investment adviser founded in 2007 that serves clients nationwide from offices in Baltimore, Maryland; Syracuse, New York; and Philadelphia, Pennsylvania, offering transparent, client-centric financial planning and investment management focused on globally diversified, low-cost portfolios designed to capture market returns while minimizing costs and avoiding speculative strategies.

Platform Details

Investment Preferences

Alternative Activity