Eric Rohtla
Passive Capital Management · Huntingdon Valley, Pennsylvania
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.
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Facts
| Firm | Passive Capital Management |
|---|---|
| Based in | Huntingdon Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $996.9M across 428 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7448588 |
| Exams passed | Series 63 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.llinkedin.com/company/passive-capital-managementllc |
How Eric's firm compares
- Passive Capital Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 428 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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