Isaiah Byrd-Braxton has been an investment adviser representative at Passive Capital Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Isaiah Byrd-Braxton holds a Bachelor of Arts in Economics from St. Mary's College of Maryland.
Passive Capital Management, LLC is a Syracuse, NY firm with $997M under management, 424 clients and 8 advisers across 3 offices, as of its January 2026 filing.
Isaiah Byrd Braxton joined Passive Capital Management, LLC after serving as a Private Wealth Associate with Bernstein Private Wealth Management. Before Bernstein, he was an Investment Analyst for the Cystic Fibrosis Foundation, where he helped manage the foundation's endowment.
- – present · under a yearBaltimore, MD · Adviser representative · Firm CRD 142870
Investment adviser representative registrations
Isaiah Byrd-Braxton is registered as an investment adviser representative in Maryland, since April 2026.
- MarylandSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 2025 |
| Series 7TO | General Securities Representative Examination | 29 March 2025 |
| SIE | Securities Industry Essentials Examination | 15 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Isaiah Raymond Byrd-Braxton
- CRD
- 8012045
- Firm
- Passive Capital Management · CRD 142870
- Office
- 2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passivecapital.com
Where does Isaiah Byrd-Braxton work?
Isaiah Byrd-Braxton is an investment adviser representative registered through Passive Capital Management, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Isaiah Byrd-Braxton a financial advisor?
Yes. Isaiah Byrd-Braxton has a current investment-adviser registration in Maryland, through Passive Capital Management since April 2026.
How many years of experience does Isaiah Byrd-Braxton have?
Isaiah Byrd-Braxton has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Isaiah Byrd-Braxton passed?
Isaiah Byrd-Braxton has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in February 2025.
Where is Isaiah Byrd-Braxton based?
Isaiah Byrd-Braxton’s registered office is in Baltimore, MD.
Is Isaiah Byrd-Braxton registered with FINRA?
No. Isaiah Byrd-Braxton has no current broker registration.
How can I verify Isaiah Byrd-Braxton’s record?
Search CRD 8012045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaiah Byrd-Braxton’s full registration record.
