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Eric Alexander Rohtla

Investment Adviser Representative at Passive Capital Management, LLC

Huntingdon Valley, PACRD #7448588Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Alexander Rohtla is an investment adviser representative with Passive Capital Management, LLC in Huntingdon Valley, PA, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Vanguard Marketing Corporation. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

1800 Byberry Road, Suite 1405
Huntingdon Valley, PA 19006

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/15/2021
Series 7
General Securities Representative Examination
Passed 12/3/2021
SIE
Securities Industry Essentials Examination
Passed 10/25/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Passive Capital Management, LLCCurrent
7/10/2026 – Huntingdon Valley, PA
Vanguard Marketing Corporation
12/3/2021 – 7/16/2026Malvern, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Vanguard Group, Inc
    Nov 2021 – Jun 2026Malvern, PA
  2. Self-Employed
    Aug 2021 – Sep 2021Huntingdon Valley, PA
  3. Philadelphia Insectarium and Butterfly Pavilion
    Mar 2021 – Jun 2021Philadelphia, PA
  4. Temple University Kornberg School of Dentistry
    Aug 2020 – Feb 2021Philadelphia, PA
  5. Academy of the New Church
    Jul 2011 – Jun 2020Bryn Athyn, PA
  6. Eurofins Abraxis
    Jun 2020 – Jul 2020Warminster, PA
  7. Montgomery County Community College
    Aug 2018 – May 2019Blue Bell, PA
  8. Bucks County Community College
    Aug 2019 – May 2020Newtown, PA
  9. Academy of the New Church
    Jan 2022 – Mar 2022Bryn Athyn, PA
  10. Glencairn Museum
    Dec 2021 – Jun 2026Bryn Athyn, PA
  11. Academy of the New Church
    Aug 2024 – Aug 2025Bryn Athyn, PA
  12. Vanguard Marketing Corporation
    Nov 2021 – Jun 2026Malvern, PA
  13. Passive Capital Management
    Jul 2026 – no end date reportedPhiladelphia, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Passive Capital Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • First $1,000,0000.80%
  • Next $4,000,0000.60%
  • Next $5,000,0000.40%
  • Over $10,000,0000.20%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
2
Main office:
Syracuse, NY
SEC file number:
801-68774

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 25, 2026

View full firm profile

Other advisors at Passive Capital Management, LLC

9 other advisors in the directory

View Passive Capital Management, LLC firm profile

Similar advisors in Huntingdon Valley, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Alexander Rohtla has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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