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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea84854f-ffc0-a8ac-a646-feeed784b63a

Data as of Jan 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 0
Observed: Jan 11, 2012 to Jan 25, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $997MItem 5.F on the latest filing (2026-01-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $987M
Private client RAUM: $831MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 428
Individual clients: 298
High net worth clients: 101
Custody, client assets: $202M
SEC number: 801-68774
CIK: 1958250
CRD: 142870
Filings on the tape: 22
First filed: Jan 11, 2012
Latest filed: Jan 25, 2026
Organised: Limited Liability Company, NY
Website: llinkedin.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT DEWITT REINHARDT	Chartered Financial Analyst	Syracuse, NY	5	29	n/a	no
Jacob Joseph Farabee	Chartered Financial Analyst	Syracuse, NY	2	13	n/a	no
Daniel Zanti Strine	n/a	Baltimore, MD	2	23	4	no
JEFFREY CARR FOUNTAIN	Certified Financial Planner	Baltimore, MD	1	11	1	no
JACOB PAUL ASPLUNDH	Certified Financial Planner	HUNTINGDON VALLEY, PA \| SYRACUSE, NY	1	14	2	no
JONATHAN ENNIS FARBER	n/a	Baltimore, MD	0	36	n/a	no
DAVID ANDREW TROSSMAN	Certified Financial Planner\|Chartered Financial Analyst	Baltimore, MD	0	25	1	no
Isaiah Raymond Byrd-Braxton	n/a	Baltimore, MD	0	10	n/a	no
Eric Alexander Rohtla	Certified Financial Planner	SYRACUSE, NY \| Huntingdon Valley, PA	0	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FARBER, JONATHAN, ENNIS	FOUNDING MEMBER	C	yes	12/2006	Jan 25, 2026	Jan 25, 2026
FOUNTAIN, JEFFREY, CARR	CHIEF COMPLIANCE OFFICER SHAREHOLDER SHAREHOLDER	A	yes	01/2021	Jan 25, 2026	Jan 25, 2026
REINHARDT, SCOTT, DEWITT	FOUNDING MEMBER	C	yes	12/2006	Jan 25, 2026	Jan 25, 2026
ASPLUNDH, JACOB, PAUL	PARTNER/OPERATING SHAREHOLDER	A	yes	04/2021	Feb 22, 2024	Feb 22, 2024
Strine, Daniel, Zanti	PARTNER/OPERATING SHAREHOLDER	Na	yes	01/2024	Feb 22, 2024	Feb 22, 2024
BOBLITZ, MARGARET, HELEN	PASSIVE SHAREHOLDER	A	no	02/2007	Jan 25, 2026	Jan 25, 2026
RAUNER, BRUCE, VINCENT	PASSIVE SHAREHOLDER	Na	no	01/2008	Jan 25, 2026	Jan 25, 2026
STEWART, KATHRYN, KITHAS	PASSIVE SHAREHOLDER	A	no	01/2008	Jan 25, 2026	Jan 25, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Baltimore	Md	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 25, 2026	$997M	$987M	8	8	2	n/a	n/a
2024	Apr 29, 2025	$941M	$933M	8	8	2	n/a	n/a
2023	Feb 21, 2024	$864M	$856M	6	6	1	n/a	n/a
2022	Mar 24, 2023	$795M	$785M	6	6	1	n/a	n/a
2021	Mar 11, 2022	$828M	$811M	7	7	1	n/a	n/a
2020	Feb 24, 2021	$687M	$672M	5	5	1	n/a	n/a
2019	Feb 3, 2020	$622M	$612M	7	7	1	n/a	n/a
2018	Feb 13, 2019	$530M	$520M	7	7	1	n/a	n/a
2017	Feb 5, 2018	$553M	$538M	5	5	1	n/a	n/a
2016	Jan 11, 2017	$490M	$482M	4	4	n/a	n/a	n/a
2015	Jan 11, 2016	$408M	$398M	4	4	n/a	n/a	n/a
2014	Jan 15, 2015	$381M	$372M	3	3	n/a	n/a	n/a
2013	Jan 9, 2014	$318M	$318M	3	3	n/a	n/a	n/a
2012	Jan 10, 2013	$224M	$224M	3	3	n/a	n/a	n/a
2011	Jan 11, 2012	$172M	$172M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$997M	$941M	5.9%	$795M	7.9%	8	8	2	2

Relationships

Registered with (9)

← Eric Alexander RohtlaAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← Isaiah Raymond Byrd-BraxtonAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← JONATHAN ENNIS FARBERAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← DAVID ANDREW TROSSMANAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JACOB PAUL ASPLUNDHAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← JEFFREY CARR FOUNTAINAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← Daniel Zanti StrineAdvisorregistration: current employment
Aug 5, 2024 to presentfactForm ADV
← Jacob Joseph FarabeeAdvisorregistration: current employment
Mar 15, 2024 to presentfactForm ADV
← SCOTT DEWITT REINHARDTAdvisorregistration: current employment
Apr 7, 2021 to presentfactForm ADV

Controls (5)

← FARBER, JONATHAN, ENNISOwnerFOUNDING MEMBER, ownership code C, individual
Jan 11, 2012 to Feb 22, 2024factForm ADV
← REINHARDT, SCOTT, DEWITTOwnerFOUNDING MEMBER, ownership code C, individual
Jan 11, 2012 to Feb 22, 2024factForm ADV
← Strine, Daniel, ZantiOwnerPARTNER/OPERATING SHAREHOLDER, ownership code NA, individual
Feb 22, 2024 to Feb 22, 2024factForm ADV
← ASPLUNDH, JACOB, PAULOwnerPARTNER/OPERATING SHAREHOLDER, ownership code A, individual
Feb 22, 2024 to Feb 22, 2024factForm ADV
← FOUNTAIN, JEFFREY, CARROwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Feb 24, 2021 to Feb 22, 2024factForm ADV

Owns (3)

← STEWART, KATHRYN, KITHASOwnerPASSIVE SHAREHOLDER, ownership code A, individual
Jan 11, 2012 to Feb 22, 2024factForm ADV
← RAUNER, BRUCE, VINCENTOwnerPASSIVE SHAREHOLDER, ownership code NA, individual
Jan 11, 2012 to Feb 22, 2024factForm ADV
← BOBLITZ, MARGARET, HELENOwnerPASSIVE SHAREHOLDER, ownership code A, individual
Jan 11, 2012 to Feb 22, 2024factForm ADV

Dated events

Occurred
Feb 22, 2024
Control person joined
Paul Jacob Asplundh (Partner/Operating Shareholder) appeared on Schedule A of Passive Capital Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 22, 2024
Control person joined
Zanti Daniel Strine (Partner/Operating Shareholder) appeared on Schedule A of Passive Capital Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 24, 2021
Control person joined
Carr Jeffrey Fountain (Chief Compliance Officer) appeared on Schedule A of Passive Capital Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 24, 2021
Control person left
Helen Margaret Boblitz (Chief Compliance Officer) no longer on Schedule A of Passive Capital Management, Llc (listed 2020-05-07, absent 2021-02-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea84854f-ffc0-a8ac-a646-feeed784b63a
First observed: Jan 11, 2012
Last observed: Jan 25, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea84854f-ffc0-a8ac-a646-feeed784b63a

Data as of Jan 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT DEWITT REINHARDT

Chartered Financial Analyst

Syracuse, NY

n/a

Jacob Joseph Farabee

Chartered Financial Analyst

Syracuse, NY

n/a

Daniel Zanti Strine

n/a

Baltimore, MD

JEFFREY CARR FOUNTAIN

Certified Financial Planner

Baltimore, MD

JACOB PAUL ASPLUNDH

Certified Financial Planner

HUNTINGDON VALLEY, PA | SYRACUSE, NY

JONATHAN ENNIS FARBER

n/a

Baltimore, MD

n/a

DAVID ANDREW TROSSMAN

Certified Financial Planner|Chartered Financial Analyst

Baltimore, MD

Isaiah Raymond Byrd-Braxton

n/a

Baltimore, MD

n/a

Eric Alexander Rohtla

Certified Financial Planner

SYRACUSE, NY | Huntingdon Valley, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FARBER, JONATHAN, ENNIS

FOUNDING MEMBER

yes

12/2006

Jan 25, 2026

FOUNTAIN, JEFFREY, CARR

CHIEF COMPLIANCE OFFICER SHAREHOLDER SHAREHOLDER

yes

01/2021

Jan 25, 2026

REINHARDT, SCOTT, DEWITT

FOUNDING MEMBER

yes

12/2006

Jan 25, 2026

ASPLUNDH, JACOB, PAUL

PARTNER/OPERATING SHAREHOLDER

yes

04/2021

Feb 22, 2024

Strine, Daniel, Zanti

PARTNER/OPERATING SHAREHOLDER

yes

01/2024

Feb 22, 2024

BOBLITZ, MARGARET, HELEN

PASSIVE SHAREHOLDER

02/2007

Jan 25, 2026

RAUNER, BRUCE, VINCENT

PASSIVE SHAREHOLDER

01/2008

Jan 25, 2026

STEWART, KATHRYN, KITHAS

PASSIVE SHAREHOLDER

01/2008

Jan 25, 2026

City

State

Country

Employees

Also broker-dealer

Baltimore

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 25, 2026

$997M

$987M

n/a

2024

Apr 29, 2025

$941M

$933M

n/a

2023

Feb 21, 2024

$864M

$856M

n/a

2022

Mar 24, 2023

$795M

$785M

n/a

2021

Mar 11, 2022

$828M

$811M

n/a

2020

Feb 24, 2021

$687M

$672M

n/a

2019

Feb 3, 2020

$622M

$612M

n/a

2018

Feb 13, 2019

$530M

$520M

n/a

2017

Feb 5, 2018

$553M

$538M

n/a

2016

Jan 11, 2017

$490M

$482M

n/a

2015

Jan 11, 2016

$408M

$398M

n/a

2014

Jan 15, 2015

$381M

$372M

n/a

2013

Jan 9, 2014

$318M

n/a

2012

Jan 10, 2013

$224M

n/a

2011

Jan 11, 2012

$172M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$997M

$941M

5.9%

$795M

7.9%