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JACOBSEN CAPITAL MANAGEMENT
JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085 · SEC 801-63010
101 SOUTH 200 EAST, SUITE 524, SALT LAKE CITY, UT, 84111, United States
Phone
801-746-7171
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.9M
Discretionary AUM
$562.9M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $15.7M |
| High net worth individuals | 72 | $540.7M |
| Charitable organizations | 3 | $6.4M |
States served
AZ, CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD