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| Jacobsen Capital Management LLC
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| |
|---|---|
| CRD # | 116085 |
| SEC # | 801-63010 |
| CIK # | 0001782491 |
| AUM | $427.9 MM (2024-02-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 801-746-7171 |
| Address | 101 South 200 East Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.5 | |
| MSFT | 1,918,222.4 | 6.1 | |
| EXR | 22,964.5 | 6.0 | |
| NVDA | 399,550.0 | 5.3 | |
| GOOGL | 1,475,138.5 | 3.7 | |
| AMZN | 1,092,997.8 | 3.0 | |
| META | 434,852.0 | 1.8 | |
| V | 419,260.5 | 1.3 | |
| AVGO | 201,282.9 | 1.3 | |
| LLY | 301,789.7 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 - 2024 |
|---|---|---|
| 13F-HR | [0001782491] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Jacobsen Capital Management LLC
✚
|
UT | 0.4 |
|
Goalen Financial Advisors LLC
✚
|
UT | 0.0 |
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|---|---|---|
|
Fortitude Advisory Group LLC
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|
WA | 0.4 |
|
SK Wealth Management LLC
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|
RI | 0.4 |
|
Summit Financial Advisors LLC
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CA | 0.4 |
|
Praetorian Wealth Management Inc
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|
CA | 0.4 |
|
Strong Tower Advisory Services LLC
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|
MN | 0.4 |
|
Wespac Advisors Socal LLC
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|
CA | 0.4 |
|
Private Wealth Management Group LLC
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|
NJ | 0.4 |
|
Alexander Labrunerie & Co Inc
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|
MO | 0.4 |
|
Truenorth Wealth & Impact LLC
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|
MO | 0.4 |
|
Huber Capital Management LLC
✚
|
CA | 0.4 |