Jake Asplundh

Jake P. Asplundh serves as managing partner at Passive Capital Management, LLC, a registered investment advisor with headquarters in Baltimore, MD. He is recognized for his commitment to helping families and entrepreneurs make informed investment and financial planning decisions, with a particular passion for solving succession planning challenges in the financial advisory industry.

Asplundh is a native of the Philadelphia area who earned his Bachelor of Arts in Economics from Gettysburg College in 2010 and his Master of Management from Wake Forest University in 2011. He became a CFP Professional in 2020. He is a Trustee of Gettysburg College, demonstrating ongoing commitment to his alma mater.

Career history

• Joined Passive Capital Management, LLC in 2017 as managing partner
• Financial Advisor at Greenspring Wealth Management (prior to 2017)
• Financial Advisor at PNC Wealth Management
• Financial Advisor at Deutsche Bank Alex Brown

What Jake Asplundh could bring to his role at Passive Capital Management: Drawing from his extensive background across major financial institutions including Deutsche Bank, PNC, and boutique wealth management firms, Asplundh brings deep expertise in portfolio management, client advisory services, and institutional relationships. His specialized focus on succession planning in the advisory industry and his educational leadership as a Gettysburg College trustee position him to guide PCM's strategic growth, mentor emerging advisors, and deepen client relationships across both individual and institutional segments.

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