Passive Capital Management, LLC (PCM) is a fee-only registered investment advisor that provides advisory services and financial planning. The firm follows a passive, asset-allocation driven investment philosophy, primarily implementing portfolios with index mutual funds and ETFs to capture market returns while seeking to minimize trading costs, taxes, and market-timing.
The firm has offices located in Baltimore, MD, Philadelphia, PA, and Syracuse, NY. Passive Capital Management, LLC manages approximately $996,942,091 in client assets through a team of eight advisors and serves 399 clients across three offices. In July 2025, the company surpassed $1 billion in assets under management (AUM).
The firm offers discretionary and non-discretionary investment management for individuals (including high-net-worth clients), business entities, pension and profit-sharing plans, and charitable organizations, and also provides ERISA 3(21) retirement plan advisory services and financial planning at no additional fee.
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