Huntingdon Valley, PA 1800 Byberry Road Office

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. 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.

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. Portfolios are generally managed on a discretionary basis, with periodic (typically quarterly) rebalancing and ongoing performance measurement tied to asset‑class benchmarks.

Noteworthy features of the firm include its nearly $1.0 billion in AUM paired with no account minimums, resulting in a relatively concentrated asset base across a modest client roster. The brochure also discloses a formal custodial relationship with Charles Schwab that provides Schwab support services to the adviser, the firm’s willingness to serve as an ERISA fiduciary for plans, and a policy not to accept proxy‑voting authority for client accounts.