SALT LAKE CITY, UTCRD 116085Latest ADV March 17, 2026
Jacobsen Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 17, 2026, reports $563M in regulatory assets under management, 4 employees, and 535 accounts.
Assets Under Management
$563M
Employees
4
Offices
--
Total Clients
118
Primary office
SALT LAKE CITY, UT
101 SOUTH 200 EAST, SUITE 524, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.0% of total clients.
Top client categories% of clientsClients
1
HNWI
61.0%
72
2
Individuals
36.4%
43
3
Charitable
2.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$563Mas of March 17, 2026
Discretionary100.0%
$563M
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$563M
Total Accounts535
10Y AUM Change+$352M (+167.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change-1 (-20.0%)
* 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.