A complete list of active advisors currently associated with Passive Management LLC

Warmer can help you find a great advisor at Passive Management LLC or one who fits your needs even better.

Passive Management, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations and small businesses under a written financial services agreement. The firm implements and monitors client portfolios and places trades through qualified custodians rather than acting as custodian itself. The firm’s investment process combines quantitative, fundamental, technical, cyclical and economic analysis to drive model-based decisions and to implement long- and short-term strategies and strategic asset allocation. Passive Management discloses that it may, at a client’s request, use derivatives and options and engage in margin borrowing in client accounts to hedge exposures or obtain leverage, with ongoing portfolio reviews to monitor performance and risk. Compared with many supported peers, Passive Management explicitly documents the use of margin and derivative instruments in client portfolios — practices that relatively few similarly sized firms disclose. The brochure also notes use of alternative products such as Crypto ETFs and structured instruments, while the firm reports approximately $22,365,992 in assets under management as of 12/31/2025 and operates on a discretionary basis.

To learn more about the advisors currently working at Passive Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.