Isaiah Raymond Byrd-Braxton
Investment Adviser Representative at Passive Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Isaiah Raymond Byrd-Braxton is an investment adviser representative with Passive Capital Management, LLC in Baltimore, MD, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Sanford C. Bernstein & Co., LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AllianceBernsteinNov 2024 – Jan 2026Washington, DC
- Cystic Fibrosis FoundationJun 2022 – Nov 2024Bethesda, MD
- Banyan Hill PublishingSep 2021 – Jun 2022Baltimore, MD
- Creative Innovation CorpJun 2020 – Sep 2021Wheaton, MD
- St. Mary's College of MarylandAug 2016 – Jun 2020Saint Marys City, MD
- Passive Capital ManagementFeb 2026 – no end date reportedBaltimore, MD
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
- 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
Client types the firm serves
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 profileOther advisors at Passive Capital Management, LLC
9 other advisors in the directory
Similar advisors in Baltimore, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Isaiah Raymond Byrd-Braxton 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched