Jacobi Capital Management, LLC
Firm details
- Headquarters
- Pittston, Pennsylvania
- CRD number
- 147663
- Registered since
- August 7, 2008
- Website
- www.jacobicapital.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.11%
- Individuals14.07%
- Corporations / Businesses4.31%
- Pension & Profit Sharing Plans2.93%
- Charitable Organizations2.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Jacobi Capital Management, LLC is an independent, SEC-registered RIA founded in 2008 and owned by an individual principal. The firm serves both individual/family and institutional clients and functions as a capital allocator, combining financial planning with portfolio management for individuals, small businesses and institutions. Its advisory menu includes pension consulting, selection of sub-advisers, and educational workshops. Jacobi charges a mix of percentage-of-AUM, hourly and fixed fees. The firm does not identify as an active ESG investor. Jacobi was recognized by Forbes among its Top RIA Firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities30%
- US Government Bonds7%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
3 of 3
April Lynn Vinciarelli
Chief Compliance Officer & Wealth AdvisorCRD 4136635
Michael Hirthler
Founder, President & Chief Investment OfficerCRD 1370229
Suzanne Kellogg
Chief Compliance OfficerCRD 4966433
Contacts
3 of 29
Stephen Salinger
Wealth AdvisorCRD 4439464
Karen Darby
Wealth Management AdvisorCRD 6071432
Kathleen Johnson
Wealth AdvisorCRD 1966517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 339Active vs passive
$1.3B in ETFs
75%
$992M
23%
$325M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $301M | 403,068 | 22.86% |
Location
Pittston, PA
Luzerne
Location
Pittston, PA
Headquartered in Pittston, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Luzerne
- Address
- 154 Enterprise Way
- Time zone
- ET (UTC-5)
- Office locations
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