DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Passive Capital Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Zanti Strine | T. Rowe Price Advisory Services, Inc. independent RIA | Passive Capital Management, LLC independent RIA | RIA to RIA | Jul 19, 2021 | Aug 5, 2024 (1113 d) |
| Jeffrey Carr Fountain | MML Investors Services, LLC BD affiliated | Passive Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2018 | Dec 10, 2024 (2203 d) |
| Jacob Paul Asplundh | Greenspring Advisors, LLC other | Passive Capital Management, LLC independent RIA | Other | Jun 13, 2017 | Mar 25, 2025 (2842 d) |
| David Andrew Trossman | Wilmington Trust Investment Advisors, Inc. other | Passive Capital Management, LLC independent RIA | Other | Mar 14, 2016 | Jan 1, 2026 (3580 d) |
Page 1 of 1
4 moves match.