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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 29, 2025 and January 25, 2026, reported AUM increased 5.9%, from $941.5M to $996.9M.
Across 5 reported observations, AUM increased 20.5% between April 25, 2022 and January 25, 2026, from $827.6M to $996.9M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 8 advisory representatives and 436 clients, or 54.5 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 4 reported office locations and 19 years in operation. The source data was last updated on January 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Passive Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 8 owners & executives
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Isaiah Raymond Byrd-Braxton
--
- CRD
- #8012045
Jacob Joseph Farabee
Advisor
- CRD
- #7186293
Showing 2 of 13 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
SMA allocation detail is available
Passive Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Passive Capital Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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