Jacob Asplundh
Passive Capital Management · Syracuse, New York
Jacob Asplundh is a fee-only financial advisor at Passive Capital Management in Syracuse, New York, 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 | Syracuse, New York |
| 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, TX · CRD 6053041 |
| Exams passed | Series 66 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.llinkedin.com/company/passive-capital-managementllc |
How Jacob'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 Jacob
Is Jacob Asplundh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Passive Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Asplundh based?
Jacob Asplundh is based in Syracuse, New York.
What credentials does Jacob Asplundh hold?
Jacob Asplundh holds the CFP credential.
Is Jacob Asplundh registered with the SEC?
Yes. Jacob Asplundh is registered as an investment adviser representative in PA and TX (CRD 6053041), 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 Jacob Asplundh?
Through Jacob'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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