PASSIVE CAPITAL MANAGEMENT, LLC

CRD

142870

SEC file #

801-68774

EIN

208005215

DBA names

—

Economics

AUM

$996.9M

AUM band

$500M-$1B

AUM trajectory

'20 · $530.0M

'21 · $622.2M

'22 · $687.3M

'23 · $827.6M

'25 · $941.5M

'26 · $996.9M

'20'26

$530.0M → $996.9M▲ +88%

sec adv history

Client mix

Individuals Other	298
Individuals High Net Worth	101
Charitable Organizations	16
Corporations	9

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 7 advisors

'22 · 5 advisors

'23 · 7 advisors

'25 · 8 advisors

'26 · 8 advisors

'20'26

7 advisors → 8 advisors▲ +14%

sec adv history

Primary office

SYRACUSE NY

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

01/25/2026

llinkedin.com/company/passive-capital-managementllc(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FARBER, JONATHAN, ENNIS

Top Owner Pct

37.5

Owner Count

Control Persons

FARBER, JONATHAN, ENNIS

REINHARDT, SCOTT, DEWITT

Solo Advisor Indicator

Succession Risk Solo Owner

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:passive.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001958250

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-07-28

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001765380-26-000213

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1356

Soi Zip Pct 200k Plus

0.0466

Soi Zip Returns 200k Plus

110

Soi Zip Total AGI

141,781

Census Median Hh Income

26,271

Census High Income Households

180

Census Median Age

30.5

Census Pop 65 66 Total

126

Census Total Households

3,292

Census NAICS 523930 Count

Fdic Zip Total Deposits

65,720,810,000

Fdic Zip Branch Count

400

Fdic Zip Top Banks

Manufacturers and Traders Trust Company

KeyBank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

Nfa Member Status

unresolved

nfa basic

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

775

Census Median Home Value

82,100

Census NAICS 523930 Employees

Census Unemployed Count

329

Census Zip

13202

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

2650 QUARRY LAKE DRIVESUITE 100BALTIMORE, MD 21209

Business

2650 QUARRY LAKE DRIVESUITE 100BALTIMORE, MD 21209

Edgar EIN

208005215

Edgar Recent Filings

13F-HR2026-05-14 · 0001765380-26-000213

13F-HR2026-02-05 · 0001958250-26-000001

Fdic Zip Branches Raw

Solvay BankSyracuse, NY

Skaneateles Savings BankSyracuse, NY

Fdic Zip HHI

2173.28

Fdic Zip Top Bank Share Pct

41.75

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	11,966
Returns	900

Stub 2

AGI	20,947
Returns	590

Stub 3

AGI	23,880
Returns	390

Soi Zip Total Business Income

4,390

Soi Zip Total Cap Gains

2,372

Soi Zip Total Dividends

2017

Soi Zip Total Returns

2,360

Top Owner CRD

1933511

Trust Company Affiliate