Overview
Assets Under Management: $563 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 72
Average Client Assets: $7.5 million
Frequently Asked Questions
JACOBSEN CAPITAL MANAGEMENT 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 #116085), JACOBSEN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
JACOBSEN CAPITAL MANAGEMENT is headquartered in SALT LAKE CITY, UT.
JACOBSEN CAPITAL MANAGEMENT serves 72 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, JACOBSEN CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JACOBSEN CAPITAL MANAGEMENT manages $563 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, JACOBSEN CAPITAL MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.07%
Average Client Assets: $7.5 million
Total Client Accounts: 535
Discretionary Accounts: 535
Regulatory Filings
CRD Number: 116085
Filing ID: 2075272
Last Filing Date: 2026-03-17 15:50:29