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David Andrew Trossman

Passive Capital Management, LLC

Baltimore, MD

CRD 2291604

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Employer firm

Passive Capital Management, LLC CRD 142870

$997M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Passive Capital Management, Llc

Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Passive Capital Management, Llc Baltimore MD 05/2015 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-10
  • S63 Uniform Securities Agent State Law Examination
    2001-08-10
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • David A Trossman

View on SEC IAPD

Nearby Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
PATIENT CAPITAL MANAGEMENT, LLC
1919 INVESTMENT COUNSEL, LLC

Nearby Investors

JOHN VINCENT REILLY
ARTHUR SHELDON KARAFIN
AIMEE MAH EUDY

Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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