Jacobsen Capital Management
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 116085
- Registered since
- April 7, 2004
- Website
- jacobsencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.07%
- Individuals2.8%
- Charitable Organizations1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Jacobsen Capital Management is an independent, individual-owned RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2004) and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm reports a preference for equity-oriented strategies and does not position itself as an active ESG investor.
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
- Exchange Traded Equities60%
- State & Local Bonds12%
- Cash & Cash Equivalents11%
- Other8%
- Private Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$235M in ETFs
91%
$213M
9%
$21.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $58.9M | 833,834 | 25.05% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 101 S 200 E
- Time zone
- MT (UTC-7)
- Office locations
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