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| Jacobi Capital Management LLC
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| CRD # | 147663 |
| SEC # | 801-69398 |
| CIK # | 0001689646 |
| AUM | 2,642.5 M (2026-06-24) |
| Employees | 31 (100% Investors, 87% Brokers) |
| Phone | 570-826-1801 |
| Address | 154 Enterprise Way Pittston, PA 18640 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.2 | ||
| Microsoft Corp | 21.4 | ||
| SPDR Gold Trust | 17.5 | ||
| Nvidia Corp | 14.9 | ||
| Wal Mart Stores Inc | 14.5 | ||
| Alphabet Inc | 14.3 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Lilly Eli & Co | 13.0 | ||
| Alphabet Inc | 12.2 | ||
| Facebook Inc | 11.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,813 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,087 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 0.1 |
| (h) Charitable organizations | 29 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 59 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,842 | 2.6 |
| By Discretionary | ||
| Discretionary | 6,773 | 2.6 |
| Non-Discretionary | 69 | 0.1 |
| Total | 6,842 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 6,842 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001689646] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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