Jeffrey Fountain
Passive Capital Management · Baltimore, Maryland
Jeffrey Fountain is a fee-only financial advisor at Passive Capital Management in Baltimore, Maryland, 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 | Baltimore, Maryland |
| 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 MD · CRD 6209449 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.llinkedin.com/company/passive-capital-managementllc |
How Jeffrey'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 Jeffrey
Is Jeffrey Fountain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Passive Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Fountain based?
Jeffrey Fountain is based in Baltimore, Maryland.
What credentials does Jeffrey Fountain hold?
Jeffrey Fountain holds the CFP credential.
Is Jeffrey Fountain registered with the SEC?
Yes. Jeffrey Fountain is registered as an investment adviser representative in MD (CRD 6209449), 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 Jeffrey Fountain?
Through Jeffrey'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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