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| Passive Capital Management LLC
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|
|---|---|
| CRD # | 142870 |
| SEC # | 801-68774 |
| CIK # | |
| AUM | $794.7 MM (2023-03-24) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 315-478-3130 |
| Address | Salina Place, 205 S Salina Street Syracuse, NY 13202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 58.0 |
| (b) Individuals (high net worth individuals) | 104 | 576.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.2 |
| (h) Charitable organizations | 12 | 80.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 70.8 |
| (n) Other | 0 | 0.0 |
| Total | 727 | 794.7 |
| By Discretionary | ||
| Discretionary | 725 | 785.4 |
| Non-Discretionary | 2 | 9.3 |
| Total | 727 | 794.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 794.7 | |
| Total | 727 | 794.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Park Piedmont Advisors LLC
✚
|
IL | 0.8 |
|
Lake Street Financial LLC
✚
|
IL | 0.8 |
|
Financial Advisory Corporation
✚
|
MI | 0.8 |
|
Levy Wealth Management Group LLC
✚
|
PA | 0.8 |
|
Riverfront Investment Group LLC
✚
|
VA | 0.8 |
|
Riverview Research LLC
✚
|
OH | 0.8 |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 0.8 |
|
Private Wealth Management Inc
✚
|
TN | 0.8 |
|
HH Capital Management Inc
✚
|
CA | 0.8 |
|
NPA Asset Management LLC
✚
|
NJ | 0.8 |