Data / Investment advisers / Utah / Jacobsen Capital Management
Jacobsen Capital Management, Salt Lake City, UT: $563 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jacobsen Capital Management is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $563 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 116085
- SEC file number
- 801-63010
- SEC status
- Approved, effective April 7, 2004
- Legal name
- Jacobsen Capital Management, LLC
- Main office
- 101 South 200 East Suite 524, Salt Lake City, UT 84111
- Phone
- (801) 746-7171
- Website
- jacobsencapital.com
- Regulatory AUM
- $562,862,022 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $562,862,022
- Accounts
- 535
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $540.7 million |
| Individuals (other than high net worth individuals) | 43 | $15.7 million |
| Charitable organizations | 3 | $6.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $562.9 million | March 17, 2026 |
| December 1, 2025 | $474.6 million | February 27, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Three Seasons Wealth | Salt Lake City | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 10 | adviserinfo.sec.gov |
| Zions Capital Advisors, Inc. | Salt Lake City | $830.8 million | Not listed | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | Not listed | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | $504 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Jacobsen Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.