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| Jacobsen Capital Management LLC
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|---|---|
| CRD # | 116085 |
| SEC # | 801-63010 |
| CIK # | 0001782491 |
| AUM | 562.9 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 8.7 | ||
| Nvidia Corp | 8.6 | ||
| Microsoft Corp | 5.6 | ||
| Extra Space Storage Inc | 5.1 | ||
| Alphabet Inc | 5.0 | ||
| Amazon Com Inc | 3.9 | ||
| Broadcom Inc | 3.0 | ||
| Facebook Inc | 2.5 | ||
| Alphabet Inc | 2.2 | ||
| Tesla Motors Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 15.7 |
| (b) Individuals (high net worth individuals) | 72 | 540.7 |
| (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 | 6.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 562.9 |
| By Discretionary | ||
| Discretionary | 535 | 562.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 535 | 562.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.9 | |
| Total | 535 | 562.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001782491] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Jacobsen Capital Management LLC
✚
|
UT | 562.9 M |
|
Goalen Financial Advisors LLC
✚
|
UT |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Fiduciary Investment Counsel Inc
✚
|
OH | 565.5 M |
|
Olstein Capital Management LP
✚
|
NY | 564.1 M |
|
The LUTS & Greenleigh Group Inc
✚
|
MD | 563.9 M |
|
Vela Investment Management LLC
✚
|
OH | 562.9 M |
|
Strongbox Wealth LLC
✚
|
MO | 562.4 M |
|
Capitol Private Wealth Group LLC
✚
|
VA | 562.1 M |
|
Acorn Wealth Advisors LLC
✚
|
MI | 561.4 M |
|
TowerPoint Wealth LLC
✚
|
CA | 561.3 M |
|
Retireright LLC
✚
|
IA | 561.1 M |
|
Wedgewood Partners Inc
✚
|
MO | 560.7 M |