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, owner-managed registered investment adviser that has been operating since 2004. The firm acts as a capital allocator for both individual & family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
1 of 1
Michael Brown
Partner, Chief Investment OfficerCRD 6857383
Contacts
3 of 3
Franklin Jacobsen
Wealth AdvisorCRD 8258905
Amy Jacobsen
MemberCRD 6430489
Eric Jacobsen
Founding PartnerCRD 2155456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$232M in ETFs
91%
$212M
9%
$20.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $59.4M | 833,132 | 25.56% |
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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