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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum focusEmber zenith +more
- Established Date
- 02-01-2007
- Office Locations
- 4
Office Locations
About Passive Capital Management, LLC
Passive Capital Management (PCM) is a fee-only RIA and fiduciary delivering passive, globally diversified asset-allocation portfolios with disciplined rebalancing, alongside holistic financial planning and coordination with clients’ tax and estate professionals. The firm emphasizes education for clients and their families and a white-glove, team-based service model for complex servicing needs. PCM serves clients nationally from Baltimore and Syracuse, with a Philadelphia office planned.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN ENNIS FARBER
Managing Director
- CRD
- #1933511
- Ownership
- 25% but less than 50%
SCOTT DEWITT REINHARDT
Investment Advisor
- CRD
- #2401216
- Ownership
- 25% but less than 50%
Insight momentum
Oak unison
- CRD
- #23716
- Ownership
- 11.9%
Showing 2 of 8 owners & executives
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Isaiah Raymond Byrd-Braxton
--
- CRD
- #8012045
Jacob Joseph Farabee
Advisor
- CRD
- #7186293
Radial ridge
Wave vertex
- CRD
- #66081
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $986,632,500 | $2,316,039 |
| Non-Discretionary | $10,309,591 | $5,154,796 |
| Total | $996,942,091 | $2,329,304 |
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Separately Managed Accounts
Total SMA Asset: $996,942,091
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $628,636,224 | 41.0% |
| Equity - Exchange | $406,313,657 | 26.5% |
| Cash | $498,309,201 | 32.5% |
| Total | $1,533,259,082 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION OAK | ALPHA VITAL | KAJVK8PJF | GOEU | 4.66% | $57,470,660 |
| EAGLE PRIME | RADIAL BRIDGE | EAGF2UDW2 | CCNM | 9.10% | $74,749,939 |
| HARBOR HARBOR | HORIZON HARBOR | DOAG2ZPBF | PRSPS | 3.96% | $16,590,123 |
| MOMENTUM VERTEX BRIDGE | RADIAL WAVE | GDF9O4D9J | OWXS | 1.99% | $20,766,834 |
| MATRIX CAPITAL | RIDGE DELTA | DBZWFBINL | MMX | 8.43% | $80,870,358 |
| ALPHA PEAK TIMBER | WAVE TIMBER | NWM4QPA7M | CMGF | 10.37% | $105,519,604 |
| PEAK GLACIER ATLAS | INSIGHT ALPHA | N7RRBNVAJ | QQX | 3.98% | $34,295,192 |
| MERIDIAN RADIAL | CREST DELTA | 9WNV05DWD | QUK | 6.28% | $80,259,051 |