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| Happy Holidays!! thanks for using AUM13F!! |
| Jacobsen Capital Management LLC
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| CRD # | 116085 |
| SEC # | 801-63010 |
| CIK # | 0001782491 |
| AUM | $474.6 M (2025-02-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 801-746-7171 |
| Address | 101 South 200 East Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.8 | ||
| Nvidia Corp | 7.7 | ||
| Apple Inc | 7.1 | ||
| Extra Space Storage Inc | 5.7 | ||
| Amazon Com Inc | 4.0 | ||
| Alphabet Inc | 3.5 | ||
| Facebook Inc | 3.2 | ||
| Broadcom Inc | 2.5 | ||
| VISA Inc | 2.0 | ||
| Tesla Motors Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 24.8 |
| (b) Individuals (high net worth individuals) | 44 | 389.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 5.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 427.9 |
| By Discretionary | ||
| Discretionary | 434 | 427.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 434 | 427.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.9 | |
| Total | 434 | 427.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001782491] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Jacobsen Capital Management LLC
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|
UT | 0.5 |
|
Goalen Financial Advisors LLC
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|
UT | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Square Wealth Partners LLC
✚
|
PA | 0.5 |
|
Jackson Financial Services LLC
✚
|
SC | 0.5 |
|
Centrica Wealth Management LLC
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|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |
|
North Shore Private Asset Management LLC
✚
|
IL | 0.5 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.5 |
|
TRED Avon Family Wealth LLC
✚
|
MD | 0.5 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Pegasus Asset Management Inc
✚
|
NJ | 0.5 |