# Jacobi Capital Management, LLC

> Jacobi Capital Management, LLC is an SEC-registered investment advisory firm in Pittston, PA, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 147663
- Filed as: JACOBI CAPITAL MANAGEMENT, LLC
- Also doing business as: JACOBI WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittston, PA
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147663
- AdvisorCensus page: https://advisorcensus.com/firm/jacobi-capital-management-llc-pittston-pa-147663

## Quick answers

**How is Jacobi Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jacobi Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jacobi Capital Management, LLC located?**
Jacobi Capital Management, LLC's principal office is in Pittston, PA, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Jacobi Capital Management, LLC registered with the SEC or a state?**
Jacobi Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147663.

**How much does Jacobi Capital Management, LLC manage?**
Jacobi Capital Management, LLC reports $2,642,543,015 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (97% discretionary).

**How have Jacobi Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jacobi Capital Management, LLC: Regulatory assets under management: $1,069,708,330 in the October 2021 data and $2,642,543,015 in the October 2026 data, up 147%. Total employees: 19 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jacobi Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,813); high net worth individuals (1,087); corporations or other businesses not listed above (59).

**Which custodians does Jacobi Capital Management, LLC use?**
Jacobi Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Jacobi Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147663

**What changed in Jacobi Capital Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,642,543,015
- Discretionary: $2,565,703,935
- Non-discretionary: $76,839,080

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,813 | $371,804,080 |
| High net worth individuals | 1,087 | $2,011,202,755 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 36 | $77,484,130 |
| Charitable organizations | 29 | $68,111,670 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 59 | $113,940,380 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 31 total, 31 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Berwyn, PA
- Sugarloaf, PA
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- jacobicapital.com
- jacobiwealth.com
- Facebook @JacobiCapital
- LinkedIn @jacobi-capital-management
- LinkedIn @jacobi-wealth-advisors
- X @jacobicapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,069,708,330 | 19 | September 3, 2021 |
| October 2022 | $1,409,885,095 | 20 | July 25, 2022 |
| October 2023 | $1,427,758,220 | 24 | September 1, 2023 |
| October 2024 | $1,692,446,290 | 24 | September 24, 2024 |
| October 2025 | $2,190,387,155 | 28 | March 31, 2025 |
| October 2026 | $2,642,543,015 | 31 | June 24, 2026 |

Regulatory assets under management: $1,069,708,330 in the October 2021 data and $2,642,543,015 in the October 2026 data, up 147%.
Total employees: 19 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in NE.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 24 to 31.
- Regulatory assets under management went from $2,190,387,155 to $2,642,543,015 (+21%).

### January 2026
- No longer registered or notice-filed in DC, VT, WV.

### December 2025
- Registered or notice-filed in LA, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacobi Capital Management, LLC (CRD 147663): Form ADV filing data as of October 2026.