Overview
Assets Under Management: $2.2 billion
Headquarters: PITTSTON, PA
High-Net-Worth Clients: 862
Average Client Assets: $2 million
Frequently Asked Questions
JACOBI CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147663), JACOBI CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JACOBI CAPITAL MANAGEMENT, LLC is headquartered in PITTSTON, PA.
JACOBI CAPITAL MANAGEMENT, LLC serves 862 high-net-worth clients according to their SEC filing dated December 18, 2025. View client details ↓
According to their SEC Form ADV, JACOBI CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
JACOBI CAPITAL MANAGEMENT, LLC manages $2.2 billion in client assets according to their SEC filing dated December 18, 2025.
According to their SEC Form ADV, JACOBI CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 862
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,314
Discretionary Accounts: 6,245
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 147663
Filing ID: 2034761
Last Filing Date: 2025-12-18 09:46:15
Website: 3