Investment adviser · CRD 116085
JACOBSEN CAPITAL MANAGEMENT
Investment adviser filing (IA)
JACOBSEN CAPITAL MANAGEMENT, LLC
SALT LAKE CITY, UT, United States · Form ADV filed Mar 17, 2026
- Regulatory AUM
- $563M Form ADV · Item 5.F
- Client accounts
- 535 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 72 | $540,721,175 | 96.1% |
| Individuals | 43 | $15,732,314 | 2.8% |
| Charities | Fewer than 5 | $6,408,533 | 1.1% |
Filing source
Form ADV 2075272 · Mar 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
101 SOUTH 200 EAST, SUITE 524SALT LAKE CITY, UT, 84111, United States
CRD 116085
Filing source
Form ADV 2075272 · Mar 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.