Jacobsen Capital Management, LLC
● SEC registered since 2004CRD 116085SEC# 801-63010Salt Lake City, UT
Reg. AUM
$562.9M
Employees
4
Accounts
535
Location
Salt Lake City, UT
Jacobsen Capital Management, LLC assets under management
Jacobsen Capital Management, LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2004. It reports $562.9 million in regulatory assets under management and employs 4 people.
Jacobsen Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jacobsen | Member | 50-75% | 1996 |
| Eric Michael Jacobsen Control | Principal | 50-75% | 1996 |
| Michael Ryan Brown | Partner/Cco | Under 5% | 2025 |
Frequently asked questions
How much does Jacobsen Capital Management, LLC manage?
Jacobsen Capital Management, LLC reports $562.9 million in regulatory assets under management on its Form ADV.
How many employees does Jacobsen Capital Management, LLC have?
Jacobsen Capital Management, LLC reports 4 employees.
Where is Jacobsen Capital Management, LLC located?
Jacobsen Capital Management, LLC is based in Salt Lake City, UT and has been SEC-registered since 2004.
Does Jacobsen Capital Management, LLC disclose fund performance?
Jacobsen Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 South 200 East, Suite 524, Salt Lake City, UT 84111 |
| Phone | 801-746-7171 |
| Office hours | 8:30-4:30 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$562.9M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$562.9Mregulatory AUM
Discretionary $562.9M