Jacobi Capital Management, LLC

RIASEC Registered

Total AUM

$2.6B

Discretionary

$2.6B

97% of AUM

Avg account

$386K

Accounts

6,842

Employees

Advisory reps

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, owner-operated registered investment adviser. The firm has been SEC-registered since 2008 and positions itself as both an allocator to outside managers and a direct portfolio manager for clients. Its client mix spans individuals and families as well as institutional mandates. Service offerings include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting-related work, and investor education through seminars and workshops. Jacobi uses a mix of fee models — percentage of assets under management along with hourly and fixed-fee arrangements — which supports both ongoing advisory relationships and project-based engagements. The firm does not present itself as an active ESG investor.