Passive Capital Management, LLC

Jacob Asplundh is a CFP® professional with 11 years of industry experience. He has been with Passive Capital Management, LLC since 2017 and previously worked at Greenspring Wealth Management, Inc. from 2015 to 2017. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach, primarily using index mutual funds and ETFs to manage portfolios on a discretionary basis with regular rebalancing and performance measurement.

Scott Reinhardt is a CFA® charterholder with 19 years of industry experience. He has been with Passive Capital Management, LLC and Hanover Square Investor Relations, LLC since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs, taxes, and market-timing.

Jeffrey Fountain is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Passive Capital Management, LLC since 2018. Prior to this, he worked at MML Investors Services and MassMutual from 2015 to 2018. In addition to his advisory role, he is involved as a sales agent in life, health, group life, group health, disability income, fixed annuities, and long-term care insurance. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment strategy focused on index mutual funds and ETFs, providing discretionary and non-discretionary management with regular rebalancing and performance measurement.

Melaney Fingles is a Series 66-licensed financial advisor with two years of industry experience, currently with Passive Capital Management, LLC. She previously worked at Harbor Investment Advisory LLC and has additional experience teaching fitness classes as an instructor at The Mine. Passive Capital Management, LLC is a team of eight advisors managing nearly $1 billion in client assets. The firm serves individuals, business entities, pension plans, and charitable organizations, employing a passive, asset-allocation driven investment approach focused on index mutual funds and ETFs.

Jacob Farabee is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Passive Capital Management, LLC and has prior work experience at Public Financial Management, Rapid Response Monitoring, Connecticut College, and DAF Office Networks. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.

Daniel Strine is a financial advisor at Passive Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at T. Rowe Price, PNC Investments, and PNC Bank NA. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, retirement plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs and taxes while providing discretionary portfolio management and financial planning services.

Jonathan Farber is a financial advisor with Passive Capital Management, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Passive Capital Management since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, with portfolios managed primarily on a discretionary basis and periodic rebalancing.

David Trossman is a financial advisor at Passive Capital Management, LLC in Baltimore, MD, holding the CFP®, CFA®, and Series 63 designations with 17 years of industry experience. He has been with Passive Capital Management since 2015. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven approach using index mutual funds and ETFs to minimize costs and taxes, offering discretionary investment management and retirement plan advisory services.