Insights

Growth Potential Passive Capital Management is experiencing revenue between 10 million to 25 million dollars, indicating a solid financial foundation that can support expansion efforts, new service offerings, or increased client acquisition activities.

Strategic Hiring Recent hires of investment advisors Melaney Nicholls and Jacob Farabee highlight the company's focus on strengthening its advisory team, presenting opportunities to offer advanced financial products or tailored investment solutions.

Focused Niche As a fee-only fiduciary with a controlled investment approach, the company positions itself as a trusted advisor to high-net-worth individuals and institutions seeking transparent and client-centric financial services, ideal for targeted marketing campaigns.

Technology Stack Utilizing a range of web technologies including JSON-LD, jQuery, and PHP suggests a modern online presence that can be leveraged to enhance digital marketing, client engagement, and onboarding solutions.

Industry Alignment Relatively small compared to major competitors but aligned with top-tier firms servicing similar markets, providing opportunities for partnerships, strategic alliances, or niche service offerings within the competitive financial advisory space.

Passive Capital Management, LLC Tech Stack

Passive Capital Management, LLC uses 8 technology products and services including JSON-LD, jQuery Migrate, jQuery, and more. Explore Passive Capital Management, LLC's tech stack below.

  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • AddToAny Share Buttons
    Web Platform Extensions
  • jQuery.scrollTo
    Web Tools And Plugins
  • AddToAny
    Widgets

Passive Capital Management, LLC's Email Address Formats

Passive Capital Management, LLC uses at least 1 format(s):
Passive Capital Management, LLC Email FormatsExamplePercentage
FLast@passivecapital.comJDoe@passivecapital.com
41%
Last@passivecapital.comDoe@passivecapital.com
9%
FLast@passivecapital.comJDoe@passivecapital.com
41%
Last@passivecapital.comDoe@passivecapital.com
9%

Frequently Asked Questions

Where is Passive Capital Management, LLC's headquarters located?

Minus sign iconPlus sign icon
Passive Capital Management, LLC's main headquarters is located at 2650 Quarry Lake Dr, 100 Baltimore, Maryland 21209, US. The company has employees across 2 continents, including North AmericaEurope.

What is Passive Capital Management, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Passive Capital Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Passive Capital Management, LLC's official website and social media links?

Minus sign iconPlus sign icon
Passive Capital Management, LLC's official website is passivecapital.com and has social profiles on LinkedIn.

What is Passive Capital Management, LLC's NAICS code?

Minus sign iconPlus sign icon
Passive Capital Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Passive Capital Management, LLC have currently?

Minus sign iconPlus sign icon
As of October 2025, Passive Capital Management, LLC has approximately 10 employees across 2 continents, including North AmericaEurope. Key team members include Partner/Investment Advisor: D. S.Owner/Partner: J. A.Owner/Partner: J. F.. Explore Passive Capital Management, LLC's employee directory with LeadIQ.

What industry does Passive Capital Management, LLC belong to?

Minus sign iconPlus sign icon
Passive Capital Management, LLC operates in the Financial Services industry.

What technology does Passive Capital Management, LLC use?

Minus sign iconPlus sign icon
Passive Capital Management, LLC's tech stack includes JSON-LDjQuery MigratejQueryLightboxPHPAddToAny Share ButtonsjQuery.scrollToAddToAny.

What is Passive Capital Management, LLC's email format?

Minus sign iconPlus sign icon
Passive Capital Management, LLC's email format typically follows the pattern of FLast@passivecapital.com. Find more Passive Capital Management, LLC email formats with LeadIQ.

When was Passive Capital Management, LLC founded?

Minus sign iconPlus sign icon
Passive Capital Management, LLC was founded in 2007.
Passive Capital Management, LLC

Passive Capital Management, LLC

Financial ServicesUnited States2-10 Employees

Passive Capital Management, LLC (PCM) is a fee-only registered investment advisor that provides advisory services and financial planning. As a fiduciary we are obligated to provide advice that is in our clients’ best interest. Additionally, we focus our time and energy on only those things that can be controlled within the investment process. Please read more about our team and investment philosophy to understand if our advice and service are a good match for you and your financial needs.

To learn more about PCM, please visit our website below.

Passive Capital Management, LLC is a registered investment adviser.  PCM does not attempt to furnish personalized investment advice through this or any other social media website. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted.

Section iconCompany Overview

Headquarters
2650 Quarry Lake Dr, 100 Baltimore, Maryland 21209, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Passive Capital Management, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Passive Capital Management, LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.