SAN FRANCISCO, CACRD 107674Latest ADV April 22, 2026
Jacobs & Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 22, 2026, reports $1.2B in regulatory assets under management, 5 employees, and 809 accounts.
Assets Under Management
$1.2B
Employees
5
Offices
--
Total Clients
259
Primary office
SAN FRANCISCO, CA
595 MARKET STREET, SUITE 1330, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.6% of total clients.
Top client categories% of clientsClients
1
HNWI
87.6%
227
2
Individuals
8.9%
23
3
Pension Plans
3.5%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 22, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts809
10Y AUM Change+$581M (+101.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee52:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.