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Jacobi Capital Management, LLC

● SEC registered since 2008CRD 147663SEC# 801-69398Pittston, PA
Export (members)
Reg. AUM
$2.64B
Employees
31
Accounts
6,842
Location
Pittston, PA

Jacobi Capital Management, LLC assets under management

Jacobi Capital Management, LLC is a registered investment adviser overseen by the SEC based in Pittston, PA. The firm has been registered since 2008. It reports $2.6 billion in regulatory assets under management and employs 31 people.

Jacobi Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
April Lynn Vinciarelli ControlChief Operating OfficerUnder 5%2012
Michael Joseph Hirthler ControlManaging MemberOver 75%2008
Suzanne Elizabeth KelloggChief Compliance OfficerUnder 5%2026

Frequently asked questions

How much does Jacobi Capital Management, LLC manage?

Jacobi Capital Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Jacobi Capital Management, LLC have?

Jacobi Capital Management, LLC reports 31 employees.

Where is Jacobi Capital Management, LLC located?

Jacobi Capital Management, LLC is based in Pittston, PA and has been SEC-registered since 2008.

Does Jacobi Capital Management, LLC disclose fund performance?

Jacobi Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address154 Enterprise Way, Pittston, PA 18640
Phone570-826-1801
Fax570-826-0502
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1689646
Discloses disciplinary historyNo

Regulatory AUM

$2.64B▲ 21%
Mar '25 — $2.19BApr '25 — $2.19BMay '25 — $2.19BJun '25 — $2.19BJul '25 — $2.19BAug '25 — $2.19BSep '25 — $2.19BOct '25 — $2.19BNov '25 — $2.19BDec '25 — $2.19BJan '26 — $2.19BFeb '26 — $2.19BMar '26 — $2.64BApr '26 — $2.64BMay '26 — $2.64BJun '26 — $2.64B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$2.64Bregulatory AUM
Discretionary $2.57BNon-discretionary $76.8M