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Passive Shareholder · Passive Capital Management, LLC

Kathryn K. Stewart

CRD 2065392 · Named on Form ADV at one SEC-registered adviser

At a glance

Passive Capital Management, LLC, an SEC-registered wealth manager based in Syracuse, NY with $997 million in regulatory assets, lists Kathryn K. Stewart on its Form ADV as Passive Shareholder.

Firms and roles

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Kathryn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Kathryn on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.