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 registered investment adviser (since 2008) organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals/families and institutional clients, and it operates as a capital allocator that also selects third-party managers. It bills clients through a mix of percentage-of-AUM, hourly, and fixed fees and provides financial planning, portfolio management for individuals and for businesses/institutions, pension consulting support, selection of other advisers, and educational seminars. The firm does not identify as an active ESG investor. Jacobi has been recognized by Forbes in its Top RIA Firms lists for 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 & 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 337Active vs passive
$1.2B in ETFs
78%
$958M
21%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $264M | 405,821 | 21.51% |
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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