Passive Capital Management (PCM) was founded in 2007 and provides investment management and financial planning services to individuals, retirement plans, and institutions. As the name suggests, PCM constructs client portfolios using passively managed index and asset class mutual funds and ETFs, with trading generally limited to rebalancing and tax-management activities. In addition to its Syracuse, NY headquarters, PCM operates offices in Baltimore, MD and Philadelphia, PA.
Overview
- Headquarters
- Syracuse, NY
- Total Firm Assets
- $997 million
- Average High-Net-Worth Client Portfolio Size
- $7.4 million
Recent Rankings
Fee Disclosure
Source: PASSIVE CAPITAL PART 2A BROCHURE (2026-01-25) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.80% |
| $1,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | $10,000,000 | 0.40% |
| $10,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,000 | 0.80% |
| $5 million | $32,000 | 0.64% |
| $10 million | $52,000 | 0.52% |
| $50 million | $132,000 | 0.26% |
| $100 million | $232,000 | 0.23% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 75.00%
- Number of High-Net-Worth Clients
- 101
- Total Client Accounts
- 428
- Discretionary Accounts
- 426
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 142870
- PASSIVE CAPITAL PART 2A BROCHURE (2026-01-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗