# Eric Rohtla

> Eric Rohtla is a fee-only financial advisor at Passive Capital Management in Huntingdon Valley, Pennsylvania, who holds the CFP credential. Passive Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-rohtla/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Passive Capital Management
- **Based in:** Huntingdon Valley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $996.9M across 428 accounts
- **Credentials:** CFP
- **CRD:** 7448588 (https://adviserinfo.sec.gov/individual/summary/7448588)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2021)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.llinkedin.com/company/passive-capital-managementllc/

## Frequently asked questions

### Is Eric Rohtla a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Passive Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Passive Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Eric Rohtla based?

Eric Rohtla is based in Huntingdon Valley, Pennsylvania.

### What credentials does Eric Rohtla hold?

Eric Rohtla holds the CFP credential.

### Is Eric Rohtla registered with the SEC?

Yes. Eric Rohtla is registered as an investment adviser representative in PA (CRD 7448588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Passive Capital Management manage?

Passive Capital Management reports $996.9M across 428 accounts in assets under management.

### How do I contact Eric Rohtla?

Through Eric's website, www.llinkedin.com/company/passive-capital-managementllc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7448588): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.