JACOBI CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2008
Total AUM
$2.6B
Discretionary
$2.6B
97% of AUM
Avg account
$386K
Accounts
6,842
Employees
31
Advisory reps
30

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

FINTRX

Overview

Jacobi Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm serves both individual and family clients as well as institutional accounts, and operates as a capital allocator that can hire outside managers. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and client education through seminars and workshops. Jacobi charges for its work via a mix of AUM-based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor. Jacobi appeared on Forbes’ lists of top RIA firms in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 30%, US Government Bonds 7%, Cash & Cash Equivalents 2%, State & Local Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities30%
  • US Government Bonds7%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • APRIL LYNN VINCIARELLI

    Chief Compliance Officer & Wealth AdvisorCRD 4136635

  • MICHAEL HIRTHLER

    Founder & Chief Investment OfficerCRD 1370229

Contacts

3 of 28

  • STEPHEN SALINGER

    Wealth AdvisorCRD 4439464

  • KAREN DARBY

    Wealth Management AdvisorCRD 6071432

  • KATHLEEN JOHNSON

    Wealth AdvisorCRD 1966517

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 337

Active vs passive

$1.2B in ETFs

Passive

78%

$958M

Active

21%

$269M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$264M405,82121.51%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth