Financial Management Solutions
Passive Capital Management Surpasses $1 Billion In Assets Under Management
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Passive Capital Management achieves $1 Billion in Assets Under Management
BALTIMORE, July 1, 2025 /PRNewswire/ -- Passive Capital Management, LLC (PCM) is proud to announce it has surpassed $1 billion in assets under management (AUM). This milestone reflects the firm's ongoing commitment to a transparent, client-centered approach—one that prioritizes clarity, discipline, and evidence-based decision-making. Through thoughtful financial planning and passive, low-cost investment strategies, PCM helps clients focus on what they can control, while avoiding the costs and complexities of trying to predict or time markets.
At Passive Capital Management, the most important thing we do is listen. We prioritize close, ongoing relationships with our clients to ensure we are with them at every step of their financial planning journey. By listening first—truly understanding client goals, concerns, and values—we build portfolios that reflect what matters most to them. This client-first approach has been integral to PCM's success.
"This milestone reflects the trust and confidence our clients have in our vision, strategies, and expertise—and the strength of our team's commitment to doing what's right, always," said Scott Reinhardt, CFA, Co-Founder of Passive Capital Management. "We started PCM with the goal of bringing objectivity, trust, and great service back to investment advisory and financial planning. Reaching $1 billion in AUM validates that vision and inspires us to continue putting our clients first in everything we do."
As PCM continues to grow, we remain focused on our core values of independence, education, and meaningful engagement with the communities we serve. Our simplified approach—centered on transparency and focusing on what truly matters—has stood the test of time. Clients find lasting value in working with a single, collaborative advisory team that supports them with tax-efficient, long-term financial planning.
About Passive Capital Management, LLC
Passive Capital Management, LLC (PCM) is a fee-only Registered Investment Advisor (RIA) established in 2007 by Scott Reinhardt, CFA, and Jonathan Farber. We are committed to our fiduciary duty and strive to maximize our clients' investment success. Our offices are located in Baltimore, MD, Philadelphia, PA, and Syracuse, NY. PCM focuses on customer service and investment advice that improves client outcomes and helps to ensure their financial well-being over the long term. For more information on Passive Capital Management, please visit www.passivecapital.com.
Press Contact:
Jake Asplundh, CFP®
443.275.2703
https://passivecapital.com/
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SOURCE Passive Capital Management, LLC
Frequently Asked Questions
What is Passive Capital Management's investment approach?
PCM uses passive, low-cost investment strategies focused on transparency and client needs.
What is PCM's core focus?
PCM focuses on independence, education, and meaningful engagement with the communities it serves.
How does PCM prioritize clients?
PCM prioritizes close, ongoing relationships with clients to understand their goals and values, building portfolios that reflect what matters most to them.
First published on Wed, Jul 2, 2025
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