Eric Alexander Rohtla
Investment adviser representative at Passive Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$996.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Passive Capital Management, LLCJul 2026 to now
- Academy of the New ChurchAug 2024 to Aug 2025
- Academy of the New ChurchJan 2022 to Mar 2022
- Glencairn MuseumDec 2021 to Jun 2026
- The Vanguard Group, IncNov 2021 to Jun 2026
- Vanguard Marketing CorporationNov 2021 to Jun 2026
- Self-employedAug 2021 to Sep 2021
- Philadelphia Insectarium and Butterfly PavilionMar 2021 to Jun 2021
- Temple University Kornberg School of DentistryAug 2020 to Feb 2021
- Eurofins AbraxisJun 2020 to Jul 2020
- Bucks County Community CollegeAug 2019 to May 2020
- Montgomery County Community CollegeAug 2018 to May 2019
- Academy of the New ChurchJul 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Passive Capital Management, LLC
$996.9MAssets managed
424Clients
9Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7448588
- Firm CRD
- 142870