JACOBI CAPITAL MANAGEMENT, LLC

CRD 147663 · SEC 801-69398

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154 ENTERPRISE WAY, PITTSTON, PA, 18640, United States

Phone

570-826-1801

Fax

570-826-0502

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.64B

Discretionary AUM

$2.57B

Team

31 total employees; 31 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	1813	$371.8M
High net worth individuals	1087	$2.01B
Pension/profit sharing plans	36	$77.5M
Charitable organizations	29	$68.1M
Corporations/business entities	59	$113.9M

States served

AZ, CA, CO, DE, GA, IL, LA, ME, MD, MA, MN, NJ, NY, NC, OH, PA, SC, VA, WA, TX, NH, CT, FL

All web addresses on file

https://www.facebook.com/JacobiCapital/
HTTP://WWW.JACOBICAPITAL.COM/
https://x.com/jacobicapital
HTTP://WWW.JACOBIWEALTH.COM
https://www.linkedin.com/company/jacobi-capital-management/
https://www.linkedin.com/company/jacobi-wealth-advisors/

Official SEC filing: View on IAPD