Jacobs & Company, LLC

RIASEC RegisteredEst. 1976
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.4M
Accounts
809
Employees
5
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
107674
Registered since
September 1, 1976
Website
www.jacobs.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.18%
  • Pension & Profit Sharing Plans2.11%
  • Individuals0.71%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jacobs & Company, LLC is an SEC-registered investment adviser organized as an LLC and in business since 1976. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM basis. The firm does not identify as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 85%, State & Local Bonds 7%, US Government Bonds 3%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%85%
  • Exchange Traded Equities85%
  • State & Local Bonds7%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Susan Newmeyer

    Susan Newmeyer

    Chief Compliance OfficerCRD 7333133

Contacts

2 of 2
  • Matt Jacobson

    Matt Jacobson

    Managing MemberCRD 4340890

  • Thomas Newmeyer

    Managing MemberCRD 2513484

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$3.2M in ETFs

Passive

100%

$3.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$536K19,36216.69%
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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
595 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth