PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870File 801-68774

APPROVED

Retail clients

Custody

Filing as of Jan 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$996.9M

Above cohort median (national)

Discretionary AUM

$986.6M

Non-discretionary $10.3M

Clients

424

428 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 6, 2008
Principal office: SALINA PLACE, 205 S. SALINA STREET, SUITE 403, SYRACUSE, NY, 13202
Phone: 315-478-3130
Website: https://www.llinkedin.com/company/passive-capital-managementllc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $996.9M
Discretionary AUM: $986.6M
Non-discretionary AUM: $10.3M
Discretionary accounts: 426
Non-discretionary accounts: 2
Total accounts: 428
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$57.7M
Charitable organizations	16	$78.7M
High net worth individuals	101	$747.7M
Pension and profit sharing plans	Fewer than 5	$29.9M
Individuals (other than high net worth individuals)	298	$82.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.