Jacobi Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittston, PA. Its latest Form ADV filing, dated March 30, 2026, reports $2.6B in regulatory assets under management, 31 employee, 3 offices, and 6,842 accounts.
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
1,813
2
HNWI
35.9%
1,087
3
Corporations
2.0%
59
4
Pension Plans
1.2%
36
5
Charitable
1.0%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 30, 2026
Discretionary97.1%
$2.6B
97% of total RAUM97.1%
Non-discretionary2.9%
$77M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts6,842
10Y AUM Change+$2.3B (+588.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee98:1
10Y Employee Change+17 (+121.4%)
* 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.